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

Allied 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 Q2	$997K	Buy	+21,987	New	+$996K	0.64%	29

Other funds holding XLU

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trust Asset Management Houston, Texas $726M AUM 22.35% 1-Year Est. Return

Madison Park Capital Advisors Seattle, Washington $140M AUM 16.26% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return