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XLUXLU
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Position history for FWFocus Partners Wealth's holdings in UTILITIES SELECT SECTOR SPDR

Focus Partners Wealth holds 2.3M shares of XLU (UTILITIES SELECT SECTOR SPDR), worth $106M as of 2026-Q2. The position was decreased (-40.8% shares). XLU represents 0.1% of Focus Partners Wealth's portfolio.

Current Value

$106M

Current Shares

2.3M

Total Value Change

+$103.5M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-40.8%
$106M0.1%$45.34
0
2026-Q1
Increased
4M
+61.5%
$181.4M0.2%$45.60
53
2025-Q4
Increased
2.4M
+95.2%
$104.5M0.1%$42.12
57
2025-Q3
Increased
1.3M
+517.6%
$109.3M0.2%$42.71
58
2025-Q2
Increased
203,011
+8.0%
$16.6M0.0%$39.72
31
2025-Q1
Decreased
187,989
-44.6%
$14.8M0.0%$38.09
0
2024-Q4
Increased
339,460
+981.8%
$26.1M0.0%$36.31
46
2024-Q3
Decreased
31,378
-77.3%
$2.5M0.0%$38.43
0

Other major holders of XLU: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, PUBLIC INVESTMENT FUND

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