West Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

West Financial Advisors’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	$2.31K	Buy	+51	New	+$2.31K	﹤0.01%	165
2025 Q4	–	Sell	-2,008	Closed	-$87.6K	–	242
2025 Q3	$87.6K	Hold	2,008	–	–	0.01%	83
2025 Q2	$82K	Sell	2,008 -84,650	-98%	-$3.37M	0.01%	85
2025 Q1	$3.42M	Buy	86,658 +14,154	+20%	+$553K	0.65%	20
2024 Q4	$2.74M	Buy	72,504 +6,156	+9%	+$244K	0.53%	23
2024 Q3	$2.68M	Buy	+66,348	New	+$2.46M	0.52%	21
2022 Q4	–	Sell	-43,032	Closed	-$1.41M	–	201
2022 Q3	$1.41M	Sell	43,032 -1,532	-3%	-$56.1K	0.42%	26
2022 Q2	$1.56M	Buy	44,564 +2,016	+5%	+$73K	0.45%	23
2022 Q1	$1.58M	Buy	+42,548	New	+$1.48M	0.42%	21

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

West Financial Advisors's XLU Position: Q2 2026 in Review

West Financial Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 51 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in XLU as recently as Q3 2025.

West Financial Advisors first reported a position in XLU in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.42M in Q1 2025. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

West Financial Advisors held 51 shares of State Street Utilities Select Sector SPDR ETF worth $2.31K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new West Financial Advisors position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #165 holding.
West Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 9 quarters since.
West Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $3.42M in Q1 2025.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.