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Shah Wealth Advisors, LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Shah Wealth Advisors, LLC’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 		$354K Buy
+7,803
New +$353K 0.08% 63

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Shah Wealth Advisors, LLC's XLU Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 7,803 shares worth $354K. The stake represents 0.08% of the portfolio and ranks #63 among its holdings.

1,092 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Shah Wealth Advisors, LLC held 7,803 shares of State Street Utilities Select Sector SPDR ETF worth $354K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Shah Wealth Advisors, LLC position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #63 holding.
  • 1,092 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.