Flagship Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Flagship Wealth Advisors's XLU Position: Q3 2026 in Review
Flagship Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 19% in Q3 2026, buying an estimated $41.3K and bringing the position to 6,020 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #136.
Flagship Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Flagship Wealth Advisors held 6,020 shares of State Street Utilities Select Sector SPDR ETF worth $237K as of Q3 2026.
- Flagship Wealth Advisors bought 950 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $41.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.05% of Flagship Wealth Advisors's portfolio in Q3 2026, its #136 holding.
- Flagship Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
- 1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.