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

Activest 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 		$180K Sell
3,968
-2,741
-41% -$124K 0.03% 126
2026
Q1 		$308K Sell
6,709
-1,951
-23% -$87.5K 0.05% 113
2025
Q4 		$370K Buy
8,660
+6,728
+348% +$298K 0.07% 108
2025
Q3 		$84.2K Sell
1,932
-792
-29% -$33.5K 0.02% 202
2025
Q2 		$111K Buy
2,724
+8
+0.3% +$319 0.03% 137
2025
Q1 		$107K Sell
2,716
-4,738
-64% -$185K 0.03% 129
2024
Q4 		$282K Buy
7,454
+2,612
+54% +$104K 0.08% 74
2024
Q3 		$196K Buy
4,842
+3,200
+195% +$119K 0.06% 82
2024
Q2 		$55.9K Sell
1,642
-248
-13% -$8.52K 0.02% 155
2024
Q1 		$62K Buy
1,890
+1,740
+1,160% +$54.3K 0.03% 101
2023
Q4 		$4.75K Hold
150
– – ﹤0.01% 232
2023
Q3 		$4.42K Buy
+150
New +$4.83K ﹤0.01% 234
2023
Q2 		– Sell
-2,272
Closed -$76.4K – 432
2023
Q1 		$76.4K Sell
2,272
-7,156
-76% -$243K 0.05% 68
2022
Q4 		$332K Buy
9,428
+150
+2% +$5.1K 0.1% 63
2022
Q3 		$304K Buy
9,278
+5,354
+136% +$196K 0.1% 61
2022
Q2 		$138K Hold
3,924
– – 0.1% 53
2022
Q1 		$146K Hold
3,924
– – 0.09% 54
2021
Q4 		$140K Hold
3,924
– – 0.09% 63
2021
Q3 		$125K Hold
3,924
– – 0.08% 67
2021
Q2 		$124K Hold
3,924
– – 0.09% 63
2021
Q1 		$126K Buy
+3,924
New +$122K 0.1% 60

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
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
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 $43.3B AUM 29.3% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Activest Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q2 2026, selling an estimated $124K and leaving 3,968 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #126.

Activest Wealth Management first reported a position in XLU in Q1 2021 and has held it in 21 quarters since. The position peaked at $370K in Q4 2025. 600 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Activest Wealth Management held 3,968 shares of State Street Utilities Select Sector SPDR ETF worth $180K as of Q2 2026.
  • Activest Wealth Management sold 2,741 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Activest Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $370K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.