Adapt Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Adapt Wealth Advisors's XLU Position: Q3 2026 in Review
Adapt Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 32% in Q3 2026, selling an estimated $198K and leaving 9,802 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #55.
Adapt Wealth Advisors first reported a position in XLU in Q2 2024 and has held it in 10 quarters since. The position peaked at $6.93M in Q3 2024. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Adapt Wealth Advisors held 9,802 shares of State Street Utilities Select Sector SPDR ETF worth $387K as of Q3 2026.
- Adapt Wealth Advisors sold 4,550 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $198K.
- State Street Utilities Select Sector SPDR ETF made up 0.13% of Adapt Wealth Advisors's portfolio in Q3 2026, its #55 holding.
- Adapt Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
- Adapt Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.93M in Q3 2024.
- 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Adapt Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.