Avaii Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Avaii Wealth Management's XLU Position: Q1 2026 in Review
Avaii Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.75% in Q1 2026, selling an estimated $4.62K and leaving 13,560 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #60.
Avaii Wealth Management first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Avaii Wealth Management held 13,560 shares of State Street Utilities Select Sector SPDR ETF worth $622K as of Q1 2026.
- Avaii Wealth Management sold 103 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.62K.
- State Street Utilities Select Sector SPDR ETF made up 0.22% of Avaii Wealth Management's portfolio in Q1 2026, its #60 holding.
- Avaii Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.