Visionary Horizons’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Visionary Horizons’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	25,236 -49,614	-66%	-$2.25M	0.48%	31
2026 Q1	$3.43M	Buy	74,850 +41,333	+123%	+$1.85M	1.69%	12
2025 Q4	$1.43M	Buy	33,517 +16,897	+102%	+$748K	0.74%	25
2025 Q3	$725K	Buy	16,620 +6,458	+64%	+$273K	0.4%	48
2025 Q2	$415K	Buy	+10,162	New	+$405K	0.26%	73

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Visionary Horizons's XLU Position: Q2 2026 in Review

Visionary Horizons reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 66% in Q2 2026, selling an estimated $2.25M and leaving 25,236 shares worth $1.14M. The position accounts for 0.48% of the portfolio, ranked #31.

Visionary Horizons first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.43M in Q1 2026. 745 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Visionary Horizons held 25,236 shares of State Street Utilities Select Sector SPDR ETF worth $1.14M as of Q2 2026.
Visionary Horizons sold 49,614 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.25M.
State Street Utilities Select Sector SPDR ETF made up 0.48% of Visionary Horizons's portfolio in Q2 2026, its #31 holding.
Visionary Horizons first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Visionary Horizons's State Street Utilities Select Sector SPDR ETF position peaked at $3.43M in Q1 2026.
745 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.