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

Cyndeo Wealth Partners’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
Q2 		$247K Buy
5,454
+469
+9% +$21.2K 0.01% 463
2026
Q1 		$229K Sell
4,985
-293
-6% -$13.1K 0.01% 453
2025
Q4 		$225K Buy
5,278
+590
+13% +$26.1K 0.01% 450
2025
Q3 		$204K Buy
+4,688
New +$198K 0.01% 459
2024
Q4 		– Sell
-6,192
Closed -$250K – 465
2024
Q3 		$250K Buy
+6,192
New +$230K 0.02% 403

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Cyndeo Wealth Partners's XLU Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.4% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,454 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #463.

Cyndeo Wealth Partners first reported a position in XLU in Q3 2024 and has held it in 5 quarters since. The position peaked at $250K in Q3 2024. 359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Cyndeo Wealth Partners held 5,454 shares of State Street Utilities Select Sector SPDR ETF worth $247K as of Q2 2026.
  • Cyndeo Wealth Partners bought 469 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $21.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #463 holding.
  • Cyndeo Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
  • Cyndeo Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $250K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.