Impact Partnership Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Impact Partnership 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	$347K	Buy	+7,659	New	+$347K	0.03%	320
2023 Q4	–	Sell	-1,364	Closed	-$40.2K	–	1099
2023 Q3	$40.2K	Sell	1,364 -528	-28%	-$17K	0.01%	428
2023 Q2	$61.9K	Buy	+1,892	New	+$63.7K	0.02%	241

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Impact Partnership Wealth's XLU Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 7,659 shares worth $347K. The stake represents 0.03% of the portfolio and ranks #320 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in XLU as recently as Q3 2023.

Impact Partnership Wealth first reported a position in XLU in Q2 2023 and has held it in 3 quarters since. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Impact Partnership Wealth held 7,659 shares of State Street Utilities Select Sector SPDR ETF worth $347K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Impact Partnership Wealth position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #320 holding.
Impact Partnership Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 3 quarters since.
1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.