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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.57K Hold
65
– – ﹤0.01% 857
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% -$1.54K 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

Darwin Wealth Management's XLU Position: Q3 2026 in Review

Darwin Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 65 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Darwin Wealth Management first reported a position in XLU in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.58M in Q1 2023. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Darwin Wealth Management held 65 shares of State Street Utilities Select Sector SPDR ETF worth $2.57K as of Q3 2026.
  • Darwin Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #857 holding.
  • Darwin Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 16 quarters since.
  • Darwin Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.58M in Q1 2023.
  • 1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.