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

Darwin Wealth Management’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	$2.96K	Hold	65	–	–	﹤0.01%	485
2026 Q1	$2.99K	Buy	65 +64	+6,400%	+$2.87K	﹤0.01%	455
2025 Q4	$50	Buy	+1	New	+$44	﹤0.01%	644
2025 Q3	–	Hold	0	–	–	–	590
2025 Q2	–	Sell	-442	Closed	-$17.6K	–	595
2025 Q1	$16.8K	Hold	442	–	–	0.01%	326
2024 Q4	$16.8K	Sell	442 -790	-64%	-$31.3K	0.01%	326
2024 Q3	$49.7K	Buy	+1,232	New	+$45.7K	0.01%	235
2023 Q2	–	Sell	-45,748	Closed	-$1.58M	–	173
2023 Q1	$1.58M	Buy	45,748 +35,798	+360%	+$1.21M	0.43%	53
2022 Q4	$355K	Buy	+9,950	New	+$338K	0.09%	116
2020 Q3	–	Sell	-8,560	Closed	-$241K	–	177
2020 Q2	$241K	Sell	8,560 -700	-8%	-$20.2K	0.06%	135
2020 Q1	$256K	Sell	9,260 -48	-0.5%	-$1.53K	0.08%	109
2019 Q4	$301K	Sell	9,308 -608	-6%	-$19.3K	0.08%	128
2019 Q3	$321K	Buy	9,916 +52	+0.5%	+$1.6K	0.1%	116
2019 Q2	$294K	Sell	9,864 -626	-6%	-$18.4K	0.09%	126
2019 Q1	$305K	Sell	10,490 -1,198	-10%	-$33.3K	0.1%	121
2018 Q4	$309K	Buy	+11,688	New	+$318K	0.22%	75

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Darwin Wealth Management's XLU Position: Q2 2026 in Review

Darwin Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 65 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Darwin Wealth Management first reported a position in XLU in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.58M in Q1 2023. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Darwin Wealth Management held 65 shares of State Street Utilities Select Sector SPDR ETF worth $2.96K as of Q2 2026.
Darwin Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #485 holding.
Darwin Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
Darwin Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.58M in Q1 2023.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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