Acima Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Acima Private Wealth’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	$28.7K	Hold	728	–	–	0.01%	148
2026 Q2	$33K	Hold	728	–	–	0.01%	147
2026 Q1	$33.4K	Hold	728	–	–	0.01%	148
2025 Q4	$31.1K	Hold	728	–	–	0.01%	147
2025 Q3	$31.7K	Hold	728	–	–	0.01%	152
2025 Q2	$29.7K	Hold	728	–	–	0.01%	157
2025 Q1	$28.7K	Hold	728	–	–	0.01%	158
2024 Q4	$27.6K	Hold	728	–	–	0.01%	161
2024 Q3	$29.4K	Hold	728	–	–	0.01%	161
2024 Q2	$24.8K	Hold	728	–	–	0.01%	160
2024 Q1	$23.9K	Hold	728	–	–	0.01%	167
2023 Q4	$23.1K	Hold	728	–	–	0.01%	177
2023 Q3	$21.5K	Hold	728	–	–	0.01%	181
2023 Q2	$23.8K	Hold	728	–	–	0.01%	184
2023 Q1	$24.6K	Hold	728	–	–	0.01%	187
2022 Q4	$25.7K	Hold	728	–	–	0.01%	176
2022 Q3	$23.8K	Hold	728	–	–	0.01%	178
2022 Q2	$25.5K	Hold	728	–	–	0.01%	181
2022 Q1	$27K	Hold	728	–	–	0.01%	186
2021 Q4	$26K	Hold	728	–	–	0.01%	192
2021 Q3	$23K	Hold	728	–	–	0.01%	187
2021 Q2	$23K	Hold	728	–	–	0.01%	183
2021 Q1	$23K	Hold	728	–	–	0.01%	182
2020 Q4	$23K	Hold	728	–	–	0.01%	182
2020 Q3	$22K	Hold	728	–	–	0.01%	178
2020 Q2	$21K	Hold	728	–	–	0.01%	198
2020 Q1	$20K	Sell	728 -5,792	-89%	-$185K	0.02%	201
2019 Q4	$211K	Buy	6,520 +1,142	+21%	+$36.3K	0.15%	132
2019 Q3	$174K	Hold	5,378	–	–	0.13%	141
2019 Q2	$160K	Hold	5,378	–	–	0.13%	138
2019 Q1	$156K	Sell	5,378 -10,658	-66%	-$296K	0.13%	133
2018 Q4	$424K	Buy	+16,036	New	+$436K	0.42%	59

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Acima Private Wealth's XLU Position: Q3 2026 in Review

Acima Private Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 728 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #148.

Acima Private Wealth first reported a position in XLU in Q4 2018 and has held it in 32 quarters since. The position peaked at $424K in Q4 2018. 62 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Acima Private Wealth held 728 shares of State Street Utilities Select Sector SPDR ETF worth $28.7K as of Q3 2026.
Acima Private Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Acima Private Wealth's portfolio in Q3 2026, its #148 holding.
Acima Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $424K in Q4 2018.
62 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.