Avior Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Avior Wealth Management's XLU Position: Q2 2026 in Review
Avior Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q2 2026, buying an estimated $136K and bringing the position to 57,985 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #218.
Avior Wealth Management first reported a position in XLU in Q2 2018 and has held it in 18 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Avior Wealth Management held 57,985 shares of State Street Utilities Select Sector SPDR ETF worth $2.63M as of Q2 2026.
- Avior Wealth Management bought 3,006 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $136K.
- State Street Utilities Select Sector SPDR ETF made up 0.07% of Avior Wealth Management's portfolio in Q2 2026, its #218 holding.
- Avior Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 18 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.