Connecticut Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
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Connecticut Wealth Management's XLU Position: Q2 2026 in Review
Connecticut Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.6% in Q2 2026, selling an estimated $27.3K and leaving 8,598 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #267.
Connecticut Wealth Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.61M in Q4 2024. 787 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Connecticut Wealth Management held 8,598 shares of State Street Utilities Select Sector SPDR ETF worth $390K as of Q2 2026.
- Connecticut Wealth Management sold 603 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $27.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #267 holding.
- Connecticut Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
- Connecticut Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.61M in Q4 2024.
- 787 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.