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

CMH 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	$6.65M	Buy	146,716 +11,396	+8%	+$516K	1.01%	35
2026 Q1	$6.21M	Buy	+135,320	New	+$6.07M	1.07%	33
2023 Q3	–	Sell	-71,642	Closed	-$2.34M	–	49
2023 Q2	$2.34M	Sell	71,642 -4,476	-6%	-$151K	0.63%	44
2023 Q1	$2.58M	Buy	76,118 +3,538	+5%	+$120K	0.74%	44
2022 Q4	$2.56M	Buy	72,580 +1,512	+2%	+$51.4K	0.82%	45
2022 Q3	$2.33M	Sell	71,068 -70	-0.1%	-$2.56K	0.85%	44
2022 Q2	$2.49M	Buy	71,138 +1,858	+3%	+$67.3K	0.9%	43
2022 Q1	$2.58M	Buy	69,280 +3,232	+5%	+$112K	0.79%	43
2021 Q4	$2.36M	Buy	66,048 +80	+0.1%	+$2.7K	0.71%	44
2021 Q3	$2.11M	Buy	65,968 +6,768	+11%	+$226K	0.69%	42
2021 Q2	$1.87M	Buy	59,200 +3,724	+7%	+$122K	0.63%	42
2021 Q1	$1.78M	Buy	55,476 +46	+0.1%	+$1.43K	0.67%	41
2020 Q4	$1.74M	Sell	55,430 -1,750	-3%	-$55.4K	0.64%	44
2020 Q3	$1.7M	Buy	57,180 +2,838	+5%	+$84.2K	0.73%	41
2020 Q2	$1.53M	Sell	54,342 -56,556	-51%	-$1.63M	0.73%	43
2020 Q1	$3.07M	Buy	110,898 +62,088	+127%	+$1.99M	1.8%	21
2019 Q4	$1.58M	Buy	48,810 +260	+0.5%	+$8.26K	0.81%	48
2019 Q3	$1.57M	Sell	48,550 -7,550	-13%	-$233K	0.89%	46
2019 Q2	$1.67M	Sell	56,100 -2,760	-5%	-$81.1K	0.98%	43
2019 Q1	$1.71M	Buy	58,860 +50	+0.1%	+$1.39K	1.04%	45
2018 Q4	$1.56M	Buy	58,810 +880	+2%	+$23.9K	0.94%	45
2018 Q3	$1.52M	Sell	57,930 -35,660	-38%	-$948K	0.8%	48
2018 Q2	$2.45M	Buy	93,590 +5,100	+6%	+$128K	1.4%	22
2018 Q1	$2.22M	Buy	88,490 +2,370	+3%	+$59.2K	1.5%	22
2017 Q4	$2.25M	Buy	86,120 +350	+0.4%	+$9.6K	1.49%	22
2017 Q3	$2.28M	Sell	85,770 -1,000	-1%	-$26.8K	1.69%	20
2017 Q2	$2.26M	Sell	86,770 -23,780	-22%	-$624K	1.8%	18
2017 Q1	$2.87M	Sell	110,550 -19,660	-15%	-$491K	2.24%	16
2016 Q4	$3.19M	Buy	+130,210	New	+$3.11M	2.8%	7

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 22.96% 1-Year Est. Return

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

CMH Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.4% in Q2 2026, buying an estimated $516K and bringing the position to 146,716 shares worth $6.65M. The position accounts for 1.01% of the portfolio, ranked #35.

CMH Wealth Management first reported a position in XLU in Q4 2016 and has held it in 29 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

CMH Wealth Management held 146,716 shares of State Street Utilities Select Sector SPDR ETF worth $6.65M as of Q2 2026.
CMH Wealth Management bought 11,396 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $516K.
State Street Utilities Select Sector SPDR ETF made up 1.01% of CMH Wealth Management's portfolio in Q2 2026, its #35 holding.
CMH Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 29 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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