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

Elite 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	$1.38M	Buy	30,444 +13,507	+80%	+$612K	0.41%	30
2026 Q1	$777K	Sell	16,937 -55	-0.3%	-$2.47K	0.25%	32
2025 Q4	$725K	Buy	+16,992	New	+$752K	0.2%	38
2018 Q1	–	Sell	-34,398	Closed	-$906K	–	62
2017 Q4	$906K	Buy	+34,398	New	+$943K	0.76%	30
2016 Q3	$60K	Buy	+2,430	New	+$61.7K	0.1%	55
2014 Q1	–	Sell	-17,732	Closed	-$337K	–	679
2013 Q4	$337K	Buy	+17,732	New	+$339K	0.25%	57

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

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

Elite Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 80% in Q2 2026, buying an estimated $612K and bringing the position to 30,444 shares worth $1.38M. The position accounts for 0.41% of the portfolio, ranked #30.

Elite Wealth Management first reported a position in XLU in Q4 2013 and has held it in 6 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Elite Wealth Management held 30,444 shares of State Street Utilities Select Sector SPDR ETF worth $1.38M as of Q2 2026.
Elite Wealth Management bought 13,507 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $612K.
State Street Utilities Select Sector SPDR ETF made up 0.41% of Elite Wealth Management's portfolio in Q2 2026, its #30 holding.
Elite Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 6 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.