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HHM Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

HHM Wealth Advisors’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 		$49.3K Buy
1,088
+2
+0.2% +$91 0.01% 390
2026
Q1 		$49.8K Buy
1,086
+10
+0.9% +$449 0.01% 370
2025
Q4 		$45.9K Buy
1,076
+136
+14% +$6.02K 0.01% 378
2025
Q3 		$41K Hold
940
– – ﹤0.01% 400
2025
Q2 		$38.4K Buy
940
+70
+8% +$2.79K ﹤0.01% 417
2025
Q1 		$34.3K Hold
870
– – ﹤0.01% 418
2024
Q4 		$32.9K Hold
870
– – ﹤0.01% 424
2024
Q3 		$35.1K Buy
870
+270
+45% +$10K 0.01% 382
2024
Q2 		$20.4K Hold
600
– – ﹤0.01% 446
2024
Q1 		$19.7K Hold
600
– – ﹤0.01% 414
2023
Q4 		$19K Sell
600
-74
-11% -$2.26K ﹤0.01% 417
2023
Q3 		$19.9K Hold
674
– – ﹤0.01% 403
2023
Q2 		$22.1K Hold
674
– – ﹤0.01% 405
2023
Q1 		$22.8K Buy
674
+74
+12% +$2.51K ﹤0.01% 399
2022
Q4 		$21.1K Buy
+600
New +$20.4K ﹤0.01% 352
2020
Q3 		– Sell
-250
Closed -$7K – 541
2020
Q2 		$7K Hold
250
– – ﹤0.01% 390
2020
Q1 		$7K Buy
+250
New +$8K ﹤0.01% 376

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

HHM Wealth Advisors's XLU Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.18% in Q2 2026, buying an estimated $91 and bringing the position to 1,088 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #390.

HHM Wealth Advisors first reported a position in XLU in Q1 2020 and has held it in 17 quarters since. The position peaked at $49.8K in Q1 2026. 527 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • HHM Wealth Advisors held 1,088 shares of State Street Utilities Select Sector SPDR ETF worth $49.3K as of Q2 2026.
  • HHM Wealth Advisors bought 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • HHM Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 17 quarters since.
  • HHM Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $49.8K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.