Clear Wave Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Clear Wave Wealth Management's XLU Position: Q2 2026 in Review
Clear Wave Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, buying an estimated $322K and bringing the position to 73,470 shares worth $3.33M. The position accounts for 0.62% of the portfolio, ranked #36.
Clear Wave Wealth Management first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Clear Wave Wealth Management held 73,470 shares of State Street Utilities Select Sector SPDR ETF worth $3.33M as of Q2 2026.
- Clear Wave Wealth Management bought 7,100 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $322K.
- State Street Utilities Select Sector SPDR ETF made up 0.62% of Clear Wave Wealth Management's portfolio in Q2 2026, its #36 holding.
- Clear Wave Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.