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

IMG 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	$4.62K	Buy	101 +1	+1%	+$45	﹤0.01%	385
2025 Q4	$4.26K	Hold	100	–	–	﹤0.01%	424
2025 Q3	$4.37K	Hold	100	–	–	﹤0.01%	364
2025 Q2	$4.07K	Buy	100 +2	+2%	+$80	﹤0.01%	371
2025 Q1	$3.9K	Hold	98	–	–	﹤0.01%	248
2024 Q4	$3.72K	Buy	+98	New	+$3.89K	﹤0.01%	215

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

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

IMG Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1% in Q1 2026, buying an estimated $45 and bringing the position to 101 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

IMG Wealth Management first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

IMG Wealth Management held 101 shares of State Street Utilities Select Sector SPDR ETF worth $4.62K as of Q1 2026.
IMG Wealth Management bought 1 State Street Utilities Select Sector SPDR ETF share in Q1 2026, an estimated $45.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #385 holding.
IMG Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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