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

EPG 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 Q1	$116K	Buy	2,537 +702	+38%	+$31.5K	0.03%	200
2025 Q4	$78.3K	Buy	1,835 +541	+42%	+$24K	0.02%	216
2025 Q3	$56.4K	Buy	1,294 +222	+21%	+$9.39K	0.02%	221
2025 Q2	$43.8K	Sell	1,072 -1,062	-50%	-$42.3K	0.01%	230
2025 Q1	$84.1K	Buy	2,134 +62	+3%	+$2.42K	0.02%	261
2024 Q4	$78.4K	Sell	2,072 -2,616	-56%	-$104K	0.02%	271
2024 Q3	$189K	Buy	+4,688	New	+$174K	0.05%	240
2024 Q2	–	Sell	-4,812	Closed	-$165K	–	253
2024 Q1	$158K	Buy	4,812 +6	+0.1%	+$187	0.04%	262
2023 Q4	$144K	Sell	4,806 -996	-17%	-$30.5K	0.04%	255
2023 Q3	$171K	Sell	5,802 -24,040	-81%	-$775K	0.05%	242
2023 Q2	$976K	Buy	29,842 +68	+0.2%	+$2.29K	0.29%	88
2023 Q1	$1.01M	Sell	29,774 -872	-3%	-$29.6K	0.32%	81
2022 Q4	$1.08M	Sell	30,646 -8,774	-22%	-$298K	0.41%	58
2022 Q3	$1.29M	Buy	39,420 +264	+0.7%	+$9.67K	0.53%	40
2022 Q2	$1.37M	Buy	39,156 +510	+1%	+$18.5K	0.59%	41
2022 Q1	$1.44M	Buy	38,646 +7,584	+24%	+$263K	0.5%	46
2021 Q4	$1.11M	Buy	31,062 +474	+2%	+$16K	0.39%	54
2021 Q3	$977K	Buy	30,588 +6,918	+29%	+$231K	0.39%	57
2021 Q2	$748K	Buy	23,670 +5,274	+29%	+$173K	0.32%	76
2021 Q1	$589K	Sell	18,396 -2,346	-11%	-$72.8K	0.29%	79
2020 Q4	$650K	Sell	20,742 -2,236	-10%	-$70.8K	0.39%	58
2020 Q3	$682K	Sell	22,978 -14,010	-38%	-$416K	0.5%	44
2020 Q2	$1.04M	Sell	36,988 -2,472	-6%	-$71.3K	0.74%	34
2020 Q1	$1.09M	Buy	39,460 +30,842	+358%	+$986K	0.8%	27
2019 Q4	$278K	Buy	+8,618	New	+$274K	0.2%	82

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

EPG Wealth Management's XLU Position: Q1 2026 in Review

EPG Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 38% in Q1 2026, buying an estimated $31.5K and bringing the position to 2,537 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #200.

EPG Wealth Management first reported a position in XLU in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.44M in Q1 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

EPG Wealth Management held 2,537 shares of State Street Utilities Select Sector SPDR ETF worth $116K as of Q1 2026.
EPG Wealth Management bought 702 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $31.5K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of EPG Wealth Management's portfolio in Q1 2026, its #200 holding.
EPG Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.44M in Q1 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.