Corient Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Corient Private Wealth's XLU Position: Q2 2026 in Review
Corient Private Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.9% in Q2 2026, selling an estimated $282K and leaving 329,766 shares worth $15M. The position accounts for 0.02% of the portfolio, ranked #515.
Corient Private Wealth first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q4 2023. 1,580 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Corient Private Wealth held 329,766 shares of State Street Utilities Select Sector SPDR ETF worth $15M as of Q2 2026.
- Corient Private Wealth sold 6,218 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $282K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #515 holding.
- Corient Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
- Corient Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $17.7M in Q4 2023.
- 1,580 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.