IBEX Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
IBEX Wealth Advisors's XLU Position: Q2 2026 in Review
IBEX Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 149% in Q2 2026, buying an estimated $361K and bringing the position to 13,323 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #143.
IBEX Wealth Advisors first reported a position in XLU in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2024. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- IBEX Wealth Advisors held 13,323 shares of State Street Utilities Select Sector SPDR ETF worth $604K as of Q2 2026.
- IBEX Wealth Advisors bought 7,970 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $361K.
- State Street Utilities Select Sector SPDR ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q2 2026, its #143 holding.
- IBEX Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 12 quarters since.
- IBEX Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.58M in Q4 2024.
- 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.