Accurate Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Accurate Wealth Management's XLU Position: Q2 2026 in Review
Accurate Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,499 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #556 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in XLU as recently as Q4 2024.
Accurate Wealth Management first reported a position in XLU in Q4 2022 and has held it in 5 quarters since. The position peaked at $8.2M in Q2 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Accurate Wealth Management held 4,499 shares of State Street Utilities Select Sector SPDR ETF worth $204K as of Q2 2026.
- State Street Utilities Select Sector SPDR ETF was a new Accurate Wealth Management position in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #556 holding.
- Accurate Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
- Accurate Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.2M in Q2 2024.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.