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

Evergreen 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	$1.15M	Sell	26,012 -4,482	-15%	-$203K	0.06%	185
2026 Q1	$1.4M	Buy	+30,494	New	+$1.37M	0.1%	134

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

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

Evergreen Wealth Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, selling an estimated $203K and leaving 26,012 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #185.

Evergreen Wealth Solutions first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.4M in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Evergreen Wealth Solutions held 26,012 shares of State Street Utilities Select Sector SPDR ETF worth $1.15M as of Q2 2026.
Evergreen Wealth Solutions sold 4,482 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #185 holding.
Evergreen Wealth Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
Evergreen Wealth Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $1.4M in Q1 2026.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.