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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$967K Buy
21,320
+4,017
+23% +$182K 0.44% 59
2026
Q1
$794K Buy
17,303
+4,601
+36% +$206K 0.41% 46
2025
Q4
$542K Buy
12,702
+2,600
+26% +$115K 0.32% 66
2025
Q3
$441K Buy
+10,102
New +$427K 0.29% 75

Other funds holding XLU

Exit Wealth Advisors's XLU Position: Q2 2026 in Review

Exit Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 23% in Q2 2026, buying an estimated $182K and bringing the position to 21,320 shares worth $967K. The position accounts for 0.44% of the portfolio, ranked #59.

Exit Wealth Advisors first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Exit Wealth Advisors held 21,320 shares of State Street Utilities Select Sector SPDR ETF worth $967K as of Q2 2026.
  • Exit Wealth Advisors bought 4,017 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $182K.
  • State Street Utilities Select Sector SPDR ETF made up 0.44% of Exit Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Exit Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.