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

Destiny 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	–	Sell	-3,740	Closed	-$172K	–	1117
2026 Q1	$172K	Buy	+3,740	New	+$168K	0.02%	251
2023 Q1	–	Sell	-1,554	Closed	-$54.8K	–	662
2022 Q4	$54.8K	Sell	1,554 -324,200	-100%	-$11M	0.01%	286
2022 Q3	$10.7M	Buy	325,754 +324,754	+32,475%	+$11.9M	2.4%	6
2022 Q2	$35K	Sell	1,000 -66	-6%	-$2.39K	0.01%	311
2022 Q1	$40K	Hold	1,066	–	–	0.01%	334
2021 Q4	$38K	Hold	1,066	–	–	0.01%	350
2021 Q3	$34K	Buy	+1,066	New	+$35.6K	0.01%	338
2021 Q2	–	Sell	-1,066	Closed	-$34K	–	530
2021 Q1	$34K	Sell	1,066 -596	-36%	-$18.5K	0.01%	324
2020 Q4	$52K	Buy	+1,662	New	+$52.6K	0.01%	281

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

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

Destiny Wealth Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 3,740 shares — an estimated $172K sold.

Destiny Wealth Partners first reported a position in XLU in Q4 2020 and held it in 9 quarters. The position peaked at $10.7M in Q3 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Destiny Wealth Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 3,740 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
Destiny Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Destiny Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $10.7M in Q3 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.