B.A. Schrock Wealth Management, Inc.’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$258K	Buy	+6,511	New	+$283K	0.09%	125

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s XLU Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 6,511 shares worth $258K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings.

221 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 6,511 shares of State Street Utilities Select Sector SPDR ETF worth $258K as of Q3 2026.
State Street Utilities Select Sector SPDR ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.09% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #125 holding.
221 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.