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

Cooksen Wealth’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 Q1	$879K	Buy	19,156 +685	+4%	+$30.7K	0.64%	32
2025 Q4	$789K	Buy	18,471 +153	+0.8%	+$6.78K	0.58%	32
2025 Q3	$799K	Buy	18,318 +1,110	+6%	+$47K	0.6%	32
2025 Q2	$703K	Buy	17,208 +2,854	+20%	+$114K	0.56%	32
2025 Q1	$471K	Sell	14,354 -1,446	-9%	-$56.5K	0.48%	35
2024 Q4	$598K	Buy	15,800 +546	+4%	+$21.7K	0.55%	33
2024 Q3	$616K	Buy	15,254 +462	+3%	+$17.1K	0.58%	34
2024 Q2	$504K	Buy	14,792 +438	+3%	+$15K	0.51%	35
2024 Q1	$471K	Buy	14,354 +1,686	+13%	+$52.6K	0.49%	35
2023 Q4	$401K	Buy	+12,668	New	+$387K	0.46%	35

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cooksen Wealth's XLU Position: Q1 2026 in Review

Cooksen Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.7% in Q1 2026, buying an estimated $30.7K and bringing the position to 19,156 shares worth $879K. The position accounts for 0.64% of the portfolio, ranked #32.

Cooksen Wealth first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Cooksen Wealth held 19,156 shares of State Street Utilities Select Sector SPDR ETF worth $879K as of Q1 2026.
Cooksen Wealth bought 685 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $30.7K.
State Street Utilities Select Sector SPDR ETF made up 0.64% of Cooksen Wealth's portfolio in Q1 2026, its #32 holding.
Cooksen Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.