H&H Retirement Design & Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
H&H Retirement Design & Management's XLU Position: Q2 2026 in Review
H&H Retirement Design & Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.4% in Q2 2026, buying an estimated $210K and bringing the position to 109,651 shares worth $4.92M. The position accounts for 2.24% of the portfolio, ranked #15.
H&H Retirement Design & Management first reported a position in XLU in Q1 2023 and has held it in 14 quarters since. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- H&H Retirement Design & Management held 109,651 shares of State Street Utilities Select Sector SPDR ETF worth $4.92M as of Q2 2026.
- H&H Retirement Design & Management bought 4,645 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
- State Street Utilities Select Sector SPDR ETF made up 2.24% of H&H Retirement Design & Management's portfolio in Q2 2026, its #15 holding.
- H&H Retirement Design & Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
- 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.