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: Q1 2026 in Review
Flagship Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 50% in Q1 2026, selling an estimated $114K and leaving 2,535 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #100.
Flagship Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $221K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Flagship Wealth Advisors held 2,535 shares of State Street Utilities Select Sector SPDR ETF worth $207K as of Q1 2026.
- Flagship Wealth Advisors sold 2,535 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $114K.
- State Street Utilities Select Sector SPDR ETF made up 0.09% of Flagship Wealth Advisors's portfolio in Q1 2026, its #100 holding.
- Flagship Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Flagship Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $221K in Q3 2025.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.