Y.D. More Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Y.D. More Investments’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	$118K	Buy	2,616 +420	+19%	+$19K	﹤0.01%	260
2026 Q1	$101K	Hold	2,196	–	–	﹤0.01%	255
2025 Q4	$94.1K	Hold	2,196	–	–	﹤0.01%	255
2025 Q3	$95.6K	Sell	2,196 -440	-17%	-$18.6K	0.01%	261
2025 Q2	$107K	Buy	2,636 +1,684	+177%	+$67.1K	0.01%	263
2025 Q1	$37.4K	Hold	952	–	–	﹤0.01%	324
2024 Q4	$35.9K	Hold	952	–	–	﹤0.01%	313
2024 Q3	$38.3K	Hold	952	–	–	﹤0.01%	302
2024 Q2	$32.3K	Hold	952	–	–	﹤0.01%	322
2024 Q1	$31.1K	Buy	952 +350	+58%	+$10.9K	0.01%	270
2023 Q4	$18.9K	Hold	602	–	–	﹤0.01%	299
2023 Q3	$17.6K	Hold	602	–	–	﹤0.01%	294
2023 Q2	$19.6K	Hold	602	–	–	﹤0.01%	265
2023 Q1	$20.2K	Buy	602 +240	+66%	+$8.13K	﹤0.01%	273
2022 Q4	$12.8K	Buy	+362	New	+$12.3K	﹤0.01%	333

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

Y.D. More Investments's XLU Position: Q2 2026 in Review

Y.D. More Investments increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 19% in Q2 2026, buying an estimated $19K and bringing the position to 2,616 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Y.D. More Investments first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Y.D. More Investments held 2,616 shares of State Street Utilities Select Sector SPDR ETF worth $118K as of Q2 2026.
Y.D. More Investments bought 420 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #260 holding.
Y.D. More Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.