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Highline Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Highline Wealth Partners’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 		$457K Buy
10,071
+287
+3% +$13K 0.09% 77
2026
Q1 		$449K Buy
9,784
+173
+2% +$7.76K 0.11% 59
2025
Q4 		$410K Buy
9,611
+787
+9% +$34.9K 0.12% 49
2025
Q3 		$385K Buy
8,824
+2,500
+40% +$106K 0.1% 79
2025
Q2 		$258K Hold
6,324
– – 0.08% 88
2025
Q1 		$249K Buy
6,324
+1,410
+29% +$55.1K 0.08% 85
2024
Q4 		$186K Buy
4,914
+1,100
+29% +$43.7K 0.06% 96
2024
Q3 		$154K Buy
3,814
+612
+19% +$22.7K 0.05% 103
2024
Q2 		$109K Sell
3,202
-70
-2% -$2.4K 0.04% 110
2024
Q1 		$107K Buy
3,272
+70
+2% +$2.19K 0.04% 110
2023
Q4 		$101K Hold
3,202
– – 0.05% 107
2023
Q3 		$94.3K Hold
3,202
– – 0.06% 99
2023
Q2 		$105K Hold
3,202
– – 0.07% 97
2023
Q1 		$108K Hold
3,202
– – 0.07% 95
2022
Q4 		$113K Hold
3,202
– – 0.08% 98
2022
Q3 		$105K Buy
+3,202
New +$117K 0.09% 88

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Highline Wealth Partners's XLU Position: Q2 2026 in Review

Highline Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.9% in Q2 2026, buying an estimated $13K and bringing the position to 10,071 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #77.

Highline Wealth Partners first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. 272 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Highline Wealth Partners held 10,071 shares of State Street Utilities Select Sector SPDR ETF worth $457K as of Q2 2026.
  • Highline Wealth Partners bought 287 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $13K.
  • State Street Utilities Select Sector SPDR ETF made up 0.09% of Highline Wealth Partners's portfolio in Q2 2026, its #77 holding.
  • Highline Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • 272 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.