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: Q1 2026 in Review
Concentrum Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.6% in Q1 2026, buying an estimated $148K and bringing the position to 46,672 shares worth $2.14M. The position accounts for 0.63% of the portfolio, ranked #30.
Concentrum Wealth Management first reported a position in XLU in Q1 2022 and has held it in 9 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Concentrum Wealth Management held 46,672 shares of State Street Utilities Select Sector SPDR ETF worth $2.14M as of Q1 2026.
- Concentrum Wealth Management bought 3,291 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $148K.
- State Street Utilities Select Sector SPDR ETF made up 0.63% of Concentrum Wealth Management's portfolio in Q1 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 9 quarters since.
- 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.