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 Q2	$1.28M	Sell	28,304 -111	-0.4%	-$5.03K	0.41%	52
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fourth Dimension Wealth's XLU Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.39% in Q2 2026, selling an estimated $5.03K and leaving 28,304 shares worth $1.28M. The position accounts for 0.41% of the portfolio, ranked #52.

Fourth Dimension Wealth first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Fourth Dimension Wealth held 28,304 shares of State Street Utilities Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Fourth Dimension Wealth sold 111 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.03K.
State Street Utilities Select Sector SPDR ETF made up 0.41% of Fourth Dimension Wealth's portfolio in Q2 2026, its #52 holding.
Fourth Dimension Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $1.3M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.