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

Ashton Thomas 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	$7.14M	Buy	157,517 +39,357	+33%	+$1.78M	0.15%	143
2026 Q1	$5.42M	Sell	118,160 -14,553	-11%	-$653K	0.13%	173
2025 Q4	$5.67M	Buy	132,713 +36,423	+38%	+$1.61M	0.14%	160
2025 Q3	$4.2M	Buy	96,290 +29,998	+45%	+$1.27M	0.11%	205
2025 Q2	$2.71M	Sell	66,292 -28,326	-30%	-$1.13M	0.1%	225
2025 Q1	$3.73M	Buy	94,618 +45,286	+92%	+$1.77M	0.14%	167
2024 Q4	$1.87M	Sell	49,332 -34,080	-41%	-$1.35M	0.07%	285
2024 Q3	$3.37M	Buy	83,412 +28,238	+51%	+$1.05M	0.18%	143
2024 Q2	$1.88M	Buy	55,174 +2,528	+5%	+$86.8K	0.1%	214
2024 Q1	$1.73M	Buy	52,646 +8,066	+18%	+$252K	0.1%	220
2023 Q4	$1.41M	Sell	44,580 -56,678	-56%	-$1.73M	0.09%	240
2023 Q3	$2.98M	Buy	101,258 +26,408	+35%	+$851K	0.22%	130
2023 Q2	$2.45M	Buy	74,850 +17,354	+30%	+$584K	0.19%	144
2023 Q1	$1.95M	Sell	57,496 -31,158	-35%	-$1.06M	0.17%	161
2022 Q4	$3.13M	Buy	88,654 +19,808	+29%	+$673K	0.31%	95
2022 Q3	$2.26M	Sell	68,846 -8,332	-11%	-$305K	0.25%	109
2022 Q2	$2.71M	Sell	77,178 -26,708	-26%	-$967K	0.29%	96
2022 Q1	$3.87M	Sell	103,886 -2,678	-3%	-$92.8K	0.34%	81
2021 Q4	$3.81M	Buy	106,564 +13,940	+15%	+$470K	0.37%	66
2021 Q3	$2.96M	Buy	92,624 +43,570	+89%	+$1.46M	0.43%	60
2021 Q2	$1.55M	Buy	49,054 +7,804	+19%	+$255K	0.24%	110
2021 Q1	$1.32M	Buy	41,250 +33,324	+420%	+$1.03M	0.22%	113
2020 Q4	$248K	Sell	7,926 -5,760	-42%	-$182K	0.05%	274
2020 Q3	$406K	Buy	+13,686	New	+$406K	0.1%	203

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

Ashton Thomas Private Wealth's XLU Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 33% in Q2 2026, buying an estimated $1.78M and bringing the position to 157,517 shares worth $7.14M. The position accounts for 0.15% of the portfolio, ranked #143.

Ashton Thomas Private Wealth first reported a position in XLU in Q3 2020 and has held it in 24 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ashton Thomas Private Wealth held 157,517 shares of State Street Utilities Select Sector SPDR ETF worth $7.14M as of Q2 2026.
Ashton Thomas Private Wealth bought 39,357 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.78M.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #143 holding.
Ashton Thomas Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.