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

Hollow Brook 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	$8.74M	Hold	192,708	–	–	1.74%	11
2026 Q1	$8.84M	Hold	192,708	–	–	2.26%	11
2025 Q4	$8.23M	Sell	192,708 -114	-0.1%	-$5.05K	2.13%	11
2025 Q3	$8.41M	Buy	192,822 +66	+0%	+$2.79K	1.99%	12
2025 Q2	$7.87M	Buy	192,756 +48	+0%	+$1.91K	2.29%	9
2025 Q1	$7.6M	Hold	192,708	–	–	2.23%	10
2024 Q4	$7.29M	Hold	192,708	–	–	2.24%	10
2024 Q3	$7.78M	Sell	192,708 -140	-0.1%	-$5.19K	2.31%	10
2024 Q2	$6.57M	Buy	192,848 +13,374	+7%	+$459K	2.23%	12
2024 Q1	$5.89M	Buy	179,474 +4,600	+3%	+$144K	2.18%	12
2023 Q4	$5.54M	Buy	174,874 +16,490	+10%	+$504K	2.21%	12
2023 Q3	$4.67M	Buy	158,384 +43,182	+37%	+$1.39M	1.95%	17
2023 Q2	$3.77M	Buy	115,202 +35,110	+44%	+$1.18M	1.63%	16
2023 Q1	$2.71M	Buy	80,092 +39,888	+99%	+$1.35M	1.28%	23
2022 Q4	$1.42M	Sell	40,204 -960	-2%	-$32.6K	0.68%	37
2022 Q3	$1.35M	Buy	+41,164	New	+$1.51M	0.77%	35

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

Hollow Brook Wealth Management's XLU Position: Q2 2026 in Review

Hollow Brook Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 192,708 shares worth $8.74M. The position accounts for 1.74% of the portfolio, ranked #11.

Hollow Brook Wealth Management first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.84M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Hollow Brook Wealth Management held 192,708 shares of State Street Utilities Select Sector SPDR ETF worth $8.74M as of Q2 2026.
Hollow Brook Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 1.74% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #11 holding.
Hollow Brook Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
Hollow Brook Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.84M in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.