Benchmark Financial Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Benchmark Financial Wealth Advisors's XLU Position: Q2 2026 in Review
Benchmark Financial Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.64% in Q2 2026, buying an estimated $2.54K and bringing the position to 8,777 shares worth $398K. The position accounts for 0.1% of the portfolio, ranked #94.
Benchmark Financial Wealth Advisors first reported a position in XLU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.18M in Q3 2023. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Benchmark Financial Wealth Advisors held 8,777 shares of State Street Utilities Select Sector SPDR ETF worth $398K as of Q2 2026.
- Benchmark Financial Wealth Advisors bought 56 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.54K.
- State Street Utilities Select Sector SPDR ETF made up 0.1% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #94 holding.
- Benchmark Financial Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
- Benchmark Financial Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.18M in Q3 2023.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.