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

Imprint 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	$14K	Hold	308	–	–	0.06%	109
2026 Q1	$14.1K	Hold	308	–	–	0.06%	96
2025 Q4	$13.1K	Sell	308 -1,056	-77%	-$46.8K	0.06%	121
2025 Q3	$59.5K	Buy	+1,364	New	+$57.7K	0.19%	62
2023 Q3	–	Sell	-11,300	Closed	-$364K	–	178
2023 Q2	$364K	Buy	11,300 +32	+0.3%	+$1.08K	0.23%	120
2023 Q1	$384K	Buy	+11,268	New	+$382K	0.25%	104

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

Imprint Wealth's XLU Position: Q2 2026 in Review

Imprint Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 308 shares worth $14K. The position accounts for 0.06% of the portfolio, ranked #109.

Imprint Wealth first reported a position in XLU in Q1 2023 and has held it in 6 quarters since. The position peaked at $384K in Q1 2023. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Imprint Wealth held 308 shares of State Street Utilities Select Sector SPDR ETF worth $14K as of Q2 2026.
Imprint Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Imprint Wealth's portfolio in Q2 2026, its #109 holding.
Imprint Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 6 quarters since.
Imprint Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $384K in Q1 2023.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.