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

Aprio Wealth Management’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 		– Sell
-5,340
Closed -$245K – 665
2026
Q1 		$245K Buy
5,340
+184
+4% +$8.26K 0.01% 542
2025
Q4 		$220K Buy
+5,156
New +$228K 0.01% 503

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Aprio Wealth Management's XLU Position: Q2 2026 in Review

Aprio Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 5,340 shares — an estimated $245K sold.

Aprio Wealth Management first reported a position in XLU in Q4 2025 and held it in 2 quarters. The position peaked at $245K in Q1 2026. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Aprio Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 5,340 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $245K.
  • Aprio Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
  • Aprio Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $245K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.