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

Arkfeld Wealth Strategies’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	Sell	22,011 -336	-2%	-$15.2K	0.3%	49
2026 Q1	$1.03M	Sell	22,347 -1,090	-5%	-$48.9K	0.33%	46
2025 Q4	$981K	Sell	23,437 -4,241	-15%	-$188K	0.34%	43
2025 Q3	$1.23M	Hold	27,678	–	–	0.45%	38
2025 Q2	$1.13M	Buy	27,678 +16	+0.1%	+$638	0.45%	41
2025 Q1	$1.05M	Sell	27,662 -1,062	-4%	-$41.5K	0.46%	37
2024 Q4	$1.07M	Buy	28,724 +112	+0.4%	+$4.44K	0.49%	39
2024 Q3	$1.16M	Buy	28,612 +62	+0.2%	+$2.3K	0.56%	35
2024 Q2	$980K	Buy	28,550 +108	+0.4%	+$3.71K	0.5%	40
2024 Q1	$922K	Buy	28,442 +1,028	+4%	+$32.1K	0.51%	39
2023 Q4	$884K	Buy	27,414 +1,316	+5%	+$40.2K	0.58%	32
2023 Q3	$765K	Sell	26,098 -68	-0.3%	-$2.19K	0.55%	32
2023 Q2	$875K	Buy	26,166 +70	+0.3%	+$2.36K	0.63%	28
2023 Q1	$910K	Buy	26,096 +84	+0.3%	+$2.85K	0.65%	31
2022 Q4	$930K	Sell	26,012 -3,968	-13%	-$135K	0.61%	31
2022 Q3	$932K	Sell	29,980 -994	-3%	-$36.4K	0.65%	33
2022 Q2	$1.08M	Buy	30,974 +8	+0%	+$290	0.71%	32
2022 Q1	$1.18M	Buy	30,966 +6	+0%	+$208	0.76%	31
2021 Q4	$1.08M	Buy	30,960 +18,008	+139%	+$608K	0.65%	32
2021 Q3	$419K	Buy	12,952 +6	+0%	+$201	0.25%	54
2021 Q2	$420K	Sell	12,946 -192	-1%	-$6.29K	0.26%	52
2021 Q1	$426K	Buy	13,138 +8	+0.1%	+$248	0.27%	51
2020 Q4	$405K	Buy	13,130 +946	+8%	+$29.9K	0.31%	49
2020 Q3	$370K	Buy	12,184 +10	+0.1%	+$297	0.35%	46
2020 Q2	$343K	Sell	12,174 -868	-7%	-$25K	0.38%	41
2020 Q1	$361K	Buy	+13,042	New	+$417K	0.48%	38

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arkfeld Wealth Strategies's XLU Position: Q2 2026 in Review

Arkfeld Wealth Strategies reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.5% in Q2 2026, selling an estimated $15.2K and leaving 22,011 shares worth $997K. The position accounts for 0.3% of the portfolio, ranked #49.

Arkfeld Wealth Strategies first reported a position in XLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.23M in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Arkfeld Wealth Strategies held 22,011 shares of State Street Utilities Select Sector SPDR ETF worth $997K as of Q2 2026.
Arkfeld Wealth Strategies sold 336 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $15.2K.
State Street Utilities Select Sector SPDR ETF made up 0.3% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #49 holding.
Arkfeld Wealth Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Arkfeld Wealth Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $1.23M in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.