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 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 $1.37T 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

Imprint Wealth's XLU Position: Q1 2026 in Review

Imprint Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 308 shares worth $14.1K. The position accounts for 0.06% of the portfolio, ranked #96.

Imprint Wealth first reported a position in XLU in Q1 2023 and has held it in 5 quarters since. The position peaked at $384K in Q1 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Imprint Wealth held 308 shares of State Street Utilities Select Sector SPDR ETF worth $14.1K as of Q1 2026.
Imprint Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Imprint Wealth's portfolio in Q1 2026, its #96 holding.
Imprint Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 5 quarters since.
Imprint Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $384K in Q1 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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