SEC 13F Intelligence

Opus Financial Solutions LLC / XLU

Opus Financial Solutions LLC’s Select Sector Spdr Tr Position

Does Opus Financial Solutions LLC own Select Sector Spdr Tr (XLU)? Yes27.6K shares worth $1M (+1.19% of its 13F portfolio) as of Q1 2026, down from 28.4K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
27.6K
% of Portfolio
+1.19%
Quarters Held
2
currently held

Position History XLU

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.6K$1M+1.19%
Q4 202528.4K$1M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Opus Financial Solutions LLC’s full portfolio or all institutional holders of XLU.