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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$580K Hold
12,789
0.09% 125
2026
Q1
$587K Sell
12,789
-1,429
-10% -$64.1K 0.1% 109
2025
Q4
$607K Hold
14,218
0.11% 106
2025
Q3
$620K Hold
14,218
0.12% 103
2025
Q2
$581K Buy
14,218
+1,468
+12% +$58.5K 0.12% 103
2025
Q1
$503K Sell
12,750
-382
-3% -$14.9K 0.12% 103
2024
Q4
$497K Sell
13,132
-1,264
-9% -$50.2K 0.12% 102
2024
Q3
$581K Buy
14,396
+2,002
+16% +$74.3K 0.14% 95
2024
Q2
$422K Buy
12,394
+1,998
+19% +$68.6K 0.11% 105
2024
Q1
$341K Buy
+10,396
New +$325K 0.09% 128

Other funds holding XLU

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

Chemistry Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 12,789 shares worth $580K. The position accounts for 0.09% of the portfolio, ranked #125.

Chemistry Wealth Management first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $620K in Q3 2025. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Chemistry Wealth Management held 12,789 shares of State Street Utilities Select Sector SPDR ETF worth $580K as of Q2 2026.
  • Chemistry Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.09% of Chemistry Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Chemistry Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • Chemistry Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $620K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.