HIW
XLU icon

Holos Integrated Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Holos Integrated Wealth’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 		$27.4K Hold
600
– – 0.01% 192
2026
Q1 		$27.8K Sell
600
-1,124
-65% -$50.4K 0.01% 188
2025
Q4 		$74.4K Hold
1,724
– – 0.04% 109
2025
Q3 		$77.8K Hold
1,724
– – 0.05% 98
2025
Q2 		$74.3K Hold
1,724
– – 0.04% 101
2025
Q1 		$68K Sell
1,724
-232
-12% -$9.06K 0.04% 100
2024
Q4 		$74K Buy
+1,956
New +$77.6K 0.05% 92

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
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
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Holos Integrated Wealth's XLU Position: Q2 2026 in Review

Holos Integrated Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 600 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #192.

Holos Integrated Wealth first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.8K in Q3 2025. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Holos Integrated Wealth held 600 shares of State Street Utilities Select Sector SPDR ETF worth $27.4K as of Q2 2026.
  • Holos Integrated Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #192 holding.
  • Holos Integrated Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $77.8K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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