AF
XLUI

Allworth Financial’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

Allworth Financial’s Portfolio XLUI Stock Details XLUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47K Buy
+100
New +$2.46K ﹤0.01% 4422

Other funds holding XLUI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return
IPS
Investors Portfolio Services Puyallup, Washington $131M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial's XLUI Position: Q2 2026 in Review

Allworth Financial opened a new position in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q2 2026: 100 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #4422 among its holdings.

6 funds tracked by Wall St. Rank hold XLUI as of Q2 2026.

  • Allworth Financial held 100 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $2.47K as of Q2 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF was a new Allworth Financial position in Q2 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4422 holding.
  • 6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.