Ergawealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Ergawealth Advisors's XLU Position: Q2 2026 in Review
Ergawealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.05% in Q2 2026, selling an estimated $136 and leaving 5,900 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #46.
Ergawealth Advisors first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Ergawealth Advisors held 5,900 shares of State Street Utilities Select Sector SPDR ETF worth $267K as of Q2 2026.
- Ergawealth Advisors sold 3 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $136.
- State Street Utilities Select Sector SPDR ETF made up 0.1% of Ergawealth Advisors's portfolio in Q2 2026, its #46 holding.
- Ergawealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- Ergawealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $271K in Q1 2026.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.