High Point Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
High Point Wealth Management's XLU Position: Q3 2026 in Review
High Point Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q3 2026, buying an estimated $117K and bringing the position to 17,451 shares worth $688K. The position accounts for 0.54% of the portfolio, ranked #46.
High Point Wealth Management first reported a position in XLU in Q4 2025 and has held it in 4 quarters since. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- High Point Wealth Management held 17,451 shares of State Street Utilities Select Sector SPDR ETF worth $688K as of Q3 2026.
- High Point Wealth Management bought 2,685 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $117K.
- State Street Utilities Select Sector SPDR ETF made up 0.54% of High Point Wealth Management's portfolio in Q3 2026, its #46 holding.
- High Point Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
- 1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.