Fox Hill Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.88M Buy
63,526
+466
+0.7% +$21.1K 1.15% 24
2026
Q1
$2.89M Buy
63,060
+5,534
+10% +$248K 1.39% 21
2025
Q4
$2.46M Buy
57,526
+5,204
+10% +$230K 1.14% 23
2025
Q3
$2.28M Sell
52,322
-2,518
-5% -$107K 1.07% 31
2025
Q2
$2.24M Buy
54,840
+668
+1% +$26.6K 1.15% 27
2025
Q1
$2.14M Buy
54,172
+88
+0.2% +$3.44K 1.26% 25
2024
Q4
$2.05M Sell
54,084
-628
-1% -$24.9K 1.16% 26
2024
Q3
$2.21M Buy
54,712
+14,976
+38% +$556K 1.22% 26
2024
Q2
$1.35M Buy
+39,736
New +$1.36M 0.83% 36

Other funds holding XLU

Fox Hill Wealth Management's XLU Position: Q2 2026 in Review

Fox Hill Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.74% in Q2 2026, buying an estimated $21.1K and bringing the position to 63,526 shares worth $2.88M. The position accounts for 1.15% of the portfolio, ranked #24.

Fox Hill Wealth Management first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Fox Hill Wealth Management held 63,526 shares of State Street Utilities Select Sector SPDR ETF worth $2.88M as of Q2 2026.
  • Fox Hill Wealth Management bought 466 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $21.1K.
  • State Street Utilities Select Sector SPDR ETF made up 1.15% of Fox Hill Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Fox Hill Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Fox Hill Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.89M in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fox Hill Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.