Fourth Dimension Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Fourth Dimension Wealth’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 Q1	$1.3M	Buy	28,415 +105	+0.4%	+$4.71K	0.49%	44
2025 Q4	$1.21M	Sell	28,310 -34	-0.1%	-$1.51K	0.44%	49
2025 Q3	$1.24M	Buy	28,344 +946	+3%	+$40K	0.47%	47
2025 Q2	$1.12M	Buy	27,398 +1,376	+5%	+$54.8K	0.47%	45
2025 Q1	$1.03M	Sell	26,022 -228	-0.9%	-$8.91K	0.5%	44
2024 Q4	$994K	Buy	+26,250	New	+$1.04M	0.52%	37

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fourth Dimension Wealth's XLU Position: Q1 2026 in Review

Fourth Dimension Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.37% in Q1 2026, buying an estimated $4.71K and bringing the position to 28,415 shares worth $1.3M. The position accounts for 0.49% of the portfolio, ranked #44.

Fourth Dimension Wealth first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Fourth Dimension Wealth held 28,415 shares of State Street Utilities Select Sector SPDR ETF worth $1.3M as of Q1 2026.
Fourth Dimension Wealth bought 105 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.71K.
State Street Utilities Select Sector SPDR ETF made up 0.49% of Fourth Dimension Wealth's portfolio in Q1 2026, its #44 holding.
Fourth Dimension Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.