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

Axxcess 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 Q2	$2.07M	Sell	45,691 -1,624	-3%	-$73.6K	0.03%	387
2026 Q1	$2.17M	Sell	47,315 -4,467	-9%	-$200K	0.07%	183
2025 Q4	$2.21M	Buy	51,782 +5,106	+11%	+$226K	0.04%	358
2025 Q3	$2.04M	Sell	46,676 -10,252	-18%	-$434K	0.04%	307
2025 Q2	$2.32M	Buy	56,928 +1,584	+3%	+$63.1K	0.05%	259
2025 Q1	$2.18M	Sell	55,344 -31,230	-36%	-$1.22M	0.06%	251
2024 Q4	$3.28M	Buy	86,574 +17,686	+26%	+$702K	0.08%	182
2024 Q3	$2.78M	Buy	68,888 +7,100	+11%	+$263K	0.07%	209
2024 Q2	$2.11M	Buy	61,788 +12,330	+25%	+$423K	0.06%	243
2024 Q1	$1.62M	Sell	49,458 -1,064	-2%	-$33.2K	0.04%	287
2023 Q4	$1.6M	Buy	50,522 +28,404	+128%	+$868K	0.05%	280
2023 Q3	$652K	Buy	22,118 +3,788	+21%	+$122K	0.02%	409
2023 Q2	$600K	Sell	18,330 -2,104	-10%	-$70.8K	0.04%	309
2023 Q1	$692K	Sell	20,434 -85,368	-81%	-$2.89M	0.05%	298
2022 Q4	$3.73M	Sell	105,802 -15,604	-13%	-$530K	0.31%	70
2022 Q3	$3.98M	Buy	121,406 +40,872	+51%	+$1.5M	0.38%	60
2022 Q2	$2.82M	Buy	80,534 +43,908	+120%	+$1.59M	0.26%	81
2022 Q1	$1.36M	Buy	36,626 +28,840	+370%	+$1,000K	0.11%	164
2021 Q4	$279K	Buy	+7,786	New	+$263K	0.02%	494

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's XLU Position: Q2 2026 in Review

Axxcess Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.4% in Q2 2026, selling an estimated $73.6K and leaving 45,691 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #387.

Axxcess Wealth Management first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.98M in Q3 2022. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Axxcess Wealth Management held 45,691 shares of State Street Utilities Select Sector SPDR ETF worth $2.07M as of Q2 2026.
Axxcess Wealth Management sold 1,624 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $73.6K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #387 holding.
Axxcess Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.98M in Q3 2022.
801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.