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: Q2 2026 in Review
Flagship Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 100% in Q2 2026, buying an estimated $115K and bringing the position to 5,070 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #140.
Flagship Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Flagship Wealth Advisors held 5,070 shares of State Street Utilities Select Sector SPDR ETF worth $230K as of Q2 2026.
- Flagship Wealth Advisors bought 2,535 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
- State Street Utilities Select Sector SPDR ETF made up 0.05% of Flagship Wealth Advisors's portfolio in Q2 2026, its #140 holding.
- Flagship Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.