High Point Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
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High Point Wealth Management's XLU Position: Q2 2026 in Review
High Point Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.5% in Q2 2026, buying an estimated $3.35K and bringing the position to 14,766 shares worth $669K. The position accounts for 0.55% of the portfolio, ranked #47.
High Point Wealth Management first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $674K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- High Point Wealth Management held 14,766 shares of State Street Utilities Select Sector SPDR ETF worth $669K as of Q2 2026.
- High Point Wealth Management bought 74 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.35K.
- State Street Utilities Select Sector SPDR ETF made up 0.55% of High Point Wealth Management's portfolio in Q2 2026, its #47 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 3 quarters since.
- High Point Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $674K in Q1 2026.
- 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.