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 Q1	$1.4M	Buy	+30,494	New	+$1.37M	0.1%	134

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

Evergreen Wealth Solutions's XLU Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 30,494 shares worth $1.4M. The stake represents 0.1% of the portfolio and ranks #134 among its holdings.

1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Evergreen Wealth Solutions held 30,494 shares of State Street Utilities Select Sector SPDR ETF worth $1.4M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Evergreen Wealth Solutions position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #134 holding.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.