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

IHT 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 Q1	$12.7M	Buy	276,082 +83,671	+43%	+$3.75M	0.29%	74
2025 Q4	$8.22M	Sell	192,411 -9,421	-5%	-$417K	0.2%	101
2025 Q3	$8.81M	Buy	201,832 +1,074	+0.5%	+$45.4K	0.22%	98
2025 Q2	$8.2M	Buy	200,758 +15,580	+8%	+$621K	0.23%	95
2025 Q1	$7.31M	Buy	185,178 +12,692	+7%	+$496K	0.23%	91
2024 Q4	$6.53M	Buy	172,486 +21,580	+14%	+$856K	0.21%	97
2024 Q3	$6.08M	Sell	150,906 -44,470	-23%	-$1.65M	0.17%	116
2024 Q2	$6.68M	Sell	195,376 -20,810	-10%	-$715K	0.25%	80
2024 Q1	$7.1M	Sell	216,186 -34,832	-14%	-$1.09M	0.28%	71
2023 Q4	$7.95M	Buy	251,018 +51,300	+26%	+$1.57M	0.35%	58
2023 Q3	$5.88M	Buy	199,718 +30,150	+18%	+$972K	0.3%	68
2023 Q2	$5.55M	Sell	169,568 -94,926	-36%	-$3.2M	0.29%	72
2023 Q1	$8.95M	Buy	264,494 +90,020	+52%	+$3.05M	0.51%	34
2022 Q4	$6.15M	Sell	174,474 -1,038	-0.6%	-$35.3K	0.39%	54
2022 Q3	$5.75M	Buy	175,512 +72,568	+70%	+$2.66M	0.44%	39
2022 Q2	$3.61M	Buy	102,944 +20,628	+25%	+$747K	0.32%	65
2022 Q1	$3.06M	Sell	82,316 -28,228	-26%	-$979K	0.23%	91
2021 Q4	$3.96M	Sell	110,544 -5,868	-5%	-$198K	0.29%	74
2021 Q3	$3.72M	Buy	116,412 +7,104	+6%	+$237K	0.3%	73
2021 Q2	$3.46M	Buy	109,308 +9,146	+9%	+$299K	0.22%	99
2021 Q1	$3.21M	Sell	100,162 -988	-1%	-$30.7K	0.23%	95
2020 Q4	$3.17M	Buy	101,150 +3,300	+3%	+$104K	0.26%	85
2020 Q3	$2.9M	Buy	97,850 +16,490	+20%	+$489K	0.29%	77
2020 Q2	$2.3M	Sell	81,360 -13,458	-14%	-$388K	0.31%	71
2020 Q1	$2.63M	Buy	94,818 +24,694	+35%	+$790K	0.38%	62
2019 Q4	$2.27M	Buy	70,124 +3,994	+6%	+$127K	0.27%	84
2019 Q3	$2.14M	Buy	66,130 +10,058	+18%	+$310K	0.29%	82
2019 Q2	$1.67M	Buy	56,072 +1,166	+2%	+$34.2K	0.24%	97
2019 Q1	$1.6M	Buy	54,906 +620	+1%	+$17.2K	0.27%	95
2018 Q4	$1.44M	Sell	54,286 -884	-2%	-$24K	0.28%	96
2018 Q3	$1.45M	Buy	55,170 +4,712	+9%	+$125K	0.31%	85
2018 Q2	$1.31M	Sell	50,458 -1,552	-3%	-$39K	0.34%	77
2018 Q1	$1.3M	Buy	52,010 +2,262	+5%	+$56.5K	0.35%	61
2017 Q4	$1.29M	Sell	49,748 -70	-0.1%	-$1.92K	0.34%	66
2017 Q3	$1.33M	Buy	49,818 +7,306	+17%	+$196K	0.57%	38
2017 Q2	$312	Buy	42,512 +24,752	+139%	+$650K	0.15%	166
2017 Q1	$460K	Buy	17,760 +556	+3%	+$13.9K	0.31%	76
2016 Q4	$417K	Buy	+17,204	New	+$411K	0.32%	76

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IHT Wealth Management's XLU Position: Q1 2026 in Review

IHT Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 43% in Q1 2026, buying an estimated $3.75M and bringing the position to 276,082 shares worth $12.7M. The position accounts for 0.29% of the portfolio, ranked #74.

IHT Wealth Management first reported a position in XLU in Q4 2016 and has held it in 38 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

IHT Wealth Management held 276,082 shares of State Street Utilities Select Sector SPDR ETF worth $12.7M as of Q1 2026.
IHT Wealth Management bought 83,671 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.75M.
State Street Utilities Select Sector SPDR ETF made up 0.29% of IHT Wealth Management's portfolio in Q1 2026, its #74 holding.
IHT Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 38 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.