Axim Planning & Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Axim Planning & 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	$521K	Sell	11,481 -662	-5%	-$30K	0.73%	31
2026 Q1	$557K	Buy	12,143 +3,495	+40%	+$157K	0.68%	25
2025 Q4	$369K	Buy	8,648 +752	+10%	+$33.3K	0.39%	38
2025 Q3	$344K	Buy	+7,896	New	+$334K	0.27%	45
2022 Q4	–	Sell	-896	Closed	-$29K	–	166
2022 Q3	$29K	Buy	896 +854	+2,033%	+$31.3K	0.03%	72
2022 Q2	$1K	Buy	+42	New	+$1.52K	﹤0.01%	144

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

Axim Planning & Wealth's XLU Position: Q2 2026 in Review

Axim Planning & Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q2 2026, selling an estimated $30K and leaving 11,481 shares worth $521K. The position accounts for 0.73% of the portfolio, ranked #31.

Axim Planning & Wealth first reported a position in XLU in Q2 2022 and has held it in 6 quarters since. The position peaked at $557K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Axim Planning & Wealth held 11,481 shares of State Street Utilities Select Sector SPDR ETF worth $521K as of Q2 2026.
Axim Planning & Wealth sold 662 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $30K.
State Street Utilities Select Sector SPDR ETF made up 0.73% of Axim Planning & Wealth's portfolio in Q2 2026, its #31 holding.
Axim Planning & Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 6 quarters since.
Axim Planning & Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $557K 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 Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.