4A
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4Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

4Wealth Advisors’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 		$490K Sell
10,641
-834
-7% -$37.8K 0.38% 79
2026
Q1 		$527K Buy
11,475
+2,463
+27% +$111K 0.45% 75
2025
Q4 		$385K Sell
9,012
-774
-8% -$34.3K 0.33% 99
2025
Q3 		$427K Sell
9,786
-814
-8% -$34.4K 0.38% 88
2025
Q2 		$433K Buy
10,600
+436
+4% +$17.4K 0.44% 77
2025
Q1 		$401K Buy
10,164
+738
+8% +$28.8K 0.44% 85
2024
Q4 		$357K Buy
+9,426
New +$374K 0.36% 95

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

4Wealth Advisors's XLU Position: Q2 2026 in Review

4Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.3% in Q2 2026, selling an estimated $37.8K and leaving 10,641 shares worth $490K. The position accounts for 0.38% of the portfolio, ranked #79.

4Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $527K in Q1 2026. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • 4Wealth Advisors held 10,641 shares of State Street Utilities Select Sector SPDR ETF worth $490K as of Q2 2026.
  • 4Wealth Advisors sold 834 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $37.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.38% of 4Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • 4Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $527K in Q1 2026.
  • 751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.