Discipline Wealth Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Discipline Wealth Solutions’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	$463K	Buy	10,212 +707	+7%	+$32K	0.04%	132
2026 Q1	$436K	Buy	9,505 +883	+10%	+$39.6K	0.05%	122
2025 Q4	$368K	Buy	8,622 +62	+0.7%	+$2.75K	0.07%	120
2025 Q3	$373K	Buy	8,560 +620	+8%	+$26.2K	0.1%	112
2025 Q2	$324K	Buy	+7,940	New	+$316K	0.12%	78

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

Discipline Wealth Solutions's XLU Position: Q2 2026 in Review

Discipline Wealth Solutions increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q2 2026, buying an estimated $32K and bringing the position to 10,212 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #132.

Discipline Wealth Solutions first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Discipline Wealth Solutions held 10,212 shares of State Street Utilities Select Sector SPDR ETF worth $463K as of Q2 2026.
Discipline Wealth Solutions bought 707 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $32K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #132 holding.
Discipline Wealth Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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