Adams Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Adams Wealth Management's XLU Position: Q2 2026 in Review
Adams Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q2 2026, buying an estimated $84.7K and bringing the position to 72,343 shares worth $3.28M. The position accounts for 0.63% of the portfolio, ranked #43.
Adams Wealth Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Adams Wealth Management held 72,343 shares of State Street Utilities Select Sector SPDR ETF worth $3.28M as of Q2 2026.
- Adams Wealth Management bought 1,870 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $84.7K.
- State Street Utilities Select Sector SPDR ETF made up 0.63% of Adams Wealth Management's portfolio in Q2 2026, its #43 holding.
- Adams Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.