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

HB Wealth Management’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	$1.8M	Buy	39,810 +10,165	+34%	+$460K	0.01%	512
2026 Q1	$1.36M	Buy	29,645 +959	+3%	+$43K	0.01%	550
2025 Q4	$1.22M	Sell	28,686 -678	-2%	-$30K	0.01%	562
2025 Q3	$1.28M	Buy	29,364 +8,934	+44%	+$378K	0.01%	542
2025 Q2	$834K	Sell	20,430 -4,510	-18%	-$180K	0.01%	587
2025 Q1	$983K	Buy	24,940 +13,156	+112%	+$514K	0.01%	546
2024 Q4	$446K	Buy	11,784 +32	+0.3%	+$1.27K	﹤0.01%	656
2024 Q3	$475K	Buy	11,752 +1,264	+12%	+$46.9K	0.01%	598
2024 Q2	$357K	Buy	+10,488	New	+$360K	﹤0.01%	651
2023 Q3	–	Sell	-6,286	Closed	-$206K	–	786
2023 Q2	$206K	Buy	6,286 +66	+1%	+$2.22K	﹤0.01%	674
2023 Q1	$210K	Sell	6,220 -196	-3%	-$6.64K	﹤0.01%	661
2022 Q4	$226K	Sell	6,416 -2,192	-25%	-$74.5K	﹤0.01%	613
2022 Q3	$282K	Buy	8,608 +1,156	+16%	+$42.4K	0.01%	455
2022 Q2	$261K	Buy	7,452 +842	+13%	+$30.5K	0.01%	476
2022 Q1	$246K	Buy	6,610 +424	+7%	+$14.7K	﹤0.01%	504
2021 Q4	$221K	Buy	+6,186	New	+$209K	﹤0.01%	469

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

HB Wealth Management's XLU Position: Q2 2026 in Review

HB Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 34% in Q2 2026, buying an estimated $460K and bringing the position to 39,810 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #512.

HB Wealth Management first reported a position in XLU in Q4 2021 and has held it in 16 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

HB Wealth Management held 39,810 shares of State Street Utilities Select Sector SPDR ETF worth $1.8M as of Q2 2026.
HB Wealth Management bought 10,165 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $460K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #512 holding.
HB Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.