Chung Wu Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Chung Wu Investment Group’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	$5.89K	Sell	130 -130	-50%	-$5.89K	﹤0.01%	246
2026 Q1	$11.9K	Hold	260	–	–	0.01%	194
2025 Q4	$11.1K	Hold	260	–	–	0.01%	205
2025 Q3	$11.3K	Hold	260	–	–	0.01%	204
2025 Q2	$10.6K	Buy	+260	New	+$10.4K	0.01%	199

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 22.9% 1-Year Est. Return

Chung Wu Investment Group's XLU Position: Q2 2026 in Review

Chung Wu Investment Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 50% in Q2 2026, selling an estimated $5.89K and leaving 130 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Chung Wu Investment Group first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.9K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Chung Wu Investment Group held 130 shares of State Street Utilities Select Sector SPDR ETF worth $5.89K as of Q2 2026.
Chung Wu Investment Group sold 130 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.89K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #246 holding.
Chung Wu Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Chung Wu Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $11.9K in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.