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

Ankerstar 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 		$15K Hold
330
– – 0.01% 252
2026
Q1 		$15.1K Hold
330
– – 0.02% 232
2025
Q4 		$14.1K Buy
+330
New +$14.6K 0.01% 258

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ankerstar Wealth's XLU Position: Q2 2026 in Review

Ankerstar Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 330 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #252.

Ankerstar Wealth first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Ankerstar Wealth held 330 shares of State Street Utilities Select Sector SPDR ETF worth $15K as of Q2 2026.
  • Ankerstar Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #252 holding.
  • Ankerstar Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $15.1K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.