Iams Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Iams Wealth Management's XLU Position: Q2 2026 in Review
Iams Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 23% in Q2 2026, buying an estimated $113K and bringing the position to 13,590 shares worth $616K. The position accounts for 0.19% of the portfolio, ranked #134.
Iams Wealth Management first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Iams Wealth Management held 13,590 shares of State Street Utilities Select Sector SPDR ETF worth $616K as of Q2 2026.
- Iams Wealth Management bought 2,504 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
- State Street Utilities Select Sector SPDR ETF made up 0.19% of Iams Wealth Management's portfolio in Q2 2026, its #134 holding.
- Iams Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.