4Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
AIM
4Wealth Advisors's XLU Position: Q3 2026 in Review
4Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q3 2026, buying an estimated $76.3K and bringing the position to 12,397 shares worth $492K. The position accounts for 0.34% of the portfolio, ranked #71.
4Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $527K in Q1 2026. 871 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- 4Wealth Advisors held 12,397 shares of State Street Utilities Select Sector SPDR ETF worth $492K as of Q3 2026.
- 4Wealth Advisors bought 1,756 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $76.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.34% of 4Wealth Advisors's portfolio in Q3 2026, its #71 holding.
- 4Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
- 4Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $527K in Q1 2026.
- 871 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.