Dynamic Wealth Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Dynamic Wealth Strategies’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 Q1	$560K	Buy	12,196 +1,825	+18%	+$81.9K	0.32%	39
2025 Q4	$443K	Buy	10,371 +2,307	+29%	+$102K	0.26%	46
2025 Q3	$352K	Sell	8,064 -2,420	-23%	-$102K	0.23%	48
2025 Q2	$428K	Buy	10,484 +1,358	+15%	+$54.1K	0.31%	39
2025 Q1	$360K	Sell	9,126 -332	-4%	-$13K	0.3%	39
2024 Q4	$358K	Buy	9,458 +688	+8%	+$27.3K	0.32%	39
2024 Q3	$354K	Buy	8,770 +360	+4%	+$13.4K	0.29%	38
2024 Q2	$287K	Buy	8,410 +3,760	+81%	+$129K	0.25%	47
2024 Q1	$153K	Buy	4,650 +4,622	+16,507%	+$144K	0.13%	81
2023 Q4	$887	Buy	+28	New	+$856	﹤0.01%	241

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Dynamic Wealth Strategies's XLU Position: Q1 2026 in Review

Dynamic Wealth Strategies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q1 2026, buying an estimated $81.9K and bringing the position to 12,196 shares worth $560K. The position accounts for 0.32% of the portfolio, ranked #39.

Dynamic Wealth Strategies first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Dynamic Wealth Strategies held 12,196 shares of State Street Utilities Select Sector SPDR ETF worth $560K as of Q1 2026.
Dynamic Wealth Strategies bought 1,825 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $81.9K.
State Street Utilities Select Sector SPDR ETF made up 0.32% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #39 holding.
Dynamic Wealth Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.