Concentrum Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Concentrum Wealth Management's XLU Position: Q2 2026 in Review
Concentrum Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5% in Q2 2026, buying an estimated $106K and bringing the position to 49,009 shares worth $2.22M. The position accounts for 0.53% of the portfolio, ranked #30.
Concentrum Wealth Management first reported a position in XLU in Q1 2022 and has held it in 10 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Concentrum Wealth Management held 49,009 shares of State Street Utilities Select Sector SPDR ETF worth $2.22M as of Q2 2026.
- Concentrum Wealth Management bought 2,337 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $106K.
- State Street Utilities Select Sector SPDR ETF made up 0.53% of Concentrum Wealth Management's portfolio in Q2 2026, its #30 holding.
- Concentrum Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 10 quarters since.
- 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.