Abound Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Abound Wealth Management’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	$121K	Buy	2,665 +17	+0.6%	+$770	0.02%	143
2026 Q1	$122K	Buy	2,648 +18	+0.7%	+$808	0.03%	133
2025 Q4	$112K	Buy	2,630 +20	+0.8%	+$886	0.03%	131
2025 Q3	$114K	Buy	2,610 +16	+0.6%	+$677	0.03%	124
2025 Q2	$106K	Sell	2,594 -22	-0.8%	-$877	0.03%	120
2025 Q1	$103K	Buy	2,616 +686	+36%	+$26.8K	0.03%	110
2024 Q4	$73K	Buy	1,930 +16	+0.8%	+$635	0.02%	136
2024 Q3	$77.3K	Sell	1,914 -80	-4%	-$2.97K	0.03%	127
2024 Q2	$67.9K	Sell	1,994 -1,926	-49%	-$66.1K	0.03%	119
2024 Q1	$129K	Sell	3,920 -16,406	-81%	-$512K	0.05%	77
2023 Q4	$644K	Sell	20,326 -258,712	-93%	-$7.91M	0.26%	30
2023 Q3	$8.22M	Sell	279,038 -13,490	-5%	-$435K	3.5%	10
2023 Q2	$9.57M	Sell	292,528 -199,330	-41%	-$6.71M	4%	9
2023 Q1	$16.6M	Sell	491,858 -11,770	-2%	-$399K	7.47%	5
2022 Q4	$17.8M	Sell	503,628 -6,062	-1%	-$206K	8.69%	5
2022 Q3	$16.7M	Buy	509,690 +43,828	+9%	+$1.61M	9.01%	1
2022 Q2	$16.3M	Buy	+465,862	New	+$16.9M	9.1%	1

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Abound Wealth Management's XLU Position: Q2 2026 in Review

Abound Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.64% in Q2 2026, buying an estimated $770 and bringing the position to 2,665 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #143.

Abound Wealth Management first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.8M in Q4 2022. 317 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Abound Wealth Management held 2,665 shares of State Street Utilities Select Sector SPDR ETF worth $121K as of Q2 2026.
Abound Wealth Management bought 17 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $770.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #143 holding.
Abound Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Abound Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $17.8M in Q4 2022.
317 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.