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

Avaii 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 Q3	$276K	Sell	6,940 -1,391	-17%	-$60.4K	0.08%	142
2026 Q2	$378K	Sell	8,331 -5,229	-39%	-$237K	0.11%	116
2026 Q1	$622K	Sell	13,560 -103	-0.8%	-$4.62K	0.22%	60
2025 Q4	$583K	Buy	13,663 +489	+4%	+$21.7K	0.21%	61
2025 Q3	$574K	Buy	+13,174	New	+$557K	0.22%	62

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Avaii Wealth Management's XLU Position: Q3 2026 in Review

Avaii Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q3 2026, selling an estimated $60.4K and leaving 6,940 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #142.

Avaii Wealth Management first reported a position in XLU in Q3 2025 and has held it in 5 quarters since. The position peaked at $622K in Q1 2026. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Avaii Wealth Management held 6,940 shares of State Street Utilities Select Sector SPDR ETF worth $276K as of Q3 2026.
Avaii Wealth Management sold 1,391 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $60.4K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Avaii Wealth Management's portfolio in Q3 2026, its #142 holding.
Avaii Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 5 quarters since.
Avaii Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $622K in Q1 2026.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.