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

Evoke Wealth’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	–	Sell	-434,920	Closed	-$20M	–	685
2026 Q1	$20M	Buy	434,920 +89,698	+26%	+$4.02M	0.36%	39
2025 Q4	$14.7M	Buy	345,222 +141,084	+69%	+$6.25M	0.28%	47
2025 Q3	$8.9M	Buy	204,138 +166,964	+449%	+$7.06M	0.18%	58
2025 Q2	$1.52M	Buy	37,174 +17,628	+90%	+$702K	0.03%	190
2025 Q1	$771K	Buy	19,546 +13,378	+217%	+$523K	0.02%	218
2024 Q4	$233K	Buy	+6,168	New	+$245K	0.01%	387
2022 Q4	–	Sell	-1,600	Closed	-$52K	–	1160
2022 Q3	$52K	Hold	1,600	–	–	﹤0.01%	514
2022 Q2	$56K	Hold	1,600	–	–	﹤0.01%	503
2022 Q1	$60K	Sell	1,600 -1,500	-48%	-$52K	﹤0.01%	497
2021 Q4	$111K	Buy	3,100 +1,600	+107%	+$54K	﹤0.01%	428
2021 Q3	$47K	Hold	1,500	–	–	﹤0.01%	514
2021 Q2	$47K	Hold	1,500	–	–	﹤0.01%	534
2021 Q1	$48K	Sell	1,500 -242	-14%	-$7.51K	﹤0.01%	459
2020 Q4	$55K	Hold	1,742	–	–	﹤0.01%	367
2020 Q3	$52K	Hold	1,742	–	–	﹤0.01%	354
2020 Q2	$49K	Buy	1,742 +242	+16%	+$6.98K	﹤0.01%	350
2020 Q1	$41.6K	Buy	+1,500	New	+$48K	0.01%	360
2019 Q4	–	Sell	-1,500	Closed	-$48.6K	–	1495
2019 Q3	$48.6K	Buy	+1,500	New	+$46.3K	0.01%	469

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

Evoke Wealth's XLU Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 434,920 shares — an estimated $20M sold.

Evoke Wealth first reported a position in XLU in Q3 2019 and held it in 18 quarters. The position peaked at $20M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Evoke Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 434,920 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $20M.
Evoke Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and held it in 18 quarters.
Evoke Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $20M 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 Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.