Graybill Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Graybill Wealth Management's XLU Position: Q2 2026 in Review
Graybill Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.9% in Q2 2026, selling an estimated $10.6K and leaving 5,702 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #78.
Graybill Wealth Management first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $272K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Graybill Wealth Management held 5,702 shares of State Street Utilities Select Sector SPDR ETF worth $259K as of Q2 2026.
- Graybill Wealth Management sold 234 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
- State Street Utilities Select Sector SPDR ETF made up 0.07% of Graybill Wealth Management's portfolio in Q2 2026, its #78 holding.
- Graybill Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
- Graybill Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $272K 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 Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.