XY Planning Network’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$359K Buy
7,911
+339
+4% +$15.4K 0.05% 260
2026
Q1
$349K Buy
+7,572
New +$340K 0.06% 215

Other funds holding XLU

XY Planning Network's XLU Position: Q2 2026 in Review

XY Planning Network increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q2 2026, buying an estimated $15.4K and bringing the position to 7,911 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #260.

XY Planning Network first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • XY Planning Network held 7,911 shares of State Street Utilities Select Sector SPDR ETF worth $359K as of Q2 2026.
  • XY Planning Network bought 339 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $15.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #260 holding.
  • XY Planning Network first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.