Asset One Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Asset One Wealth Management's XLU Position: Q2 2026 in Review
Asset One Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.4% in Q2 2026, selling an estimated $20.3K and leaving 6,535 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #288.
Asset One Wealth Management first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Asset One Wealth Management held 6,535 shares of State Street Utilities Select Sector SPDR ETF worth $296K as of Q2 2026.
- Asset One Wealth Management sold 448 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $20.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #288 holding.
- Asset One Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- Asset One Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $314K 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 Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.