Independence Wealth Advisors (Ohio)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Independence Wealth Advisors (Ohio)’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	$785K	Buy	17,308 +221	+1%	+$10K	0.39%	39
2026 Q1	$784K	Buy	17,087 +357	+2%	+$16K	0.42%	38
2025 Q4	$714K	Buy	+16,730	New	+$741K	0.4%	40

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

Independence Wealth Advisors (Ohio)'s XLU Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, buying an estimated $10K and bringing the position to 17,308 shares worth $785K. The position accounts for 0.39% of the portfolio, ranked #39.

Independence Wealth Advisors (Ohio) first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Independence Wealth Advisors (Ohio) held 17,308 shares of State Street Utilities Select Sector SPDR ETF worth $785K as of Q2 2026.
Independence Wealth Advisors (Ohio) bought 221 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10K.
State Street Utilities Select Sector SPDR ETF made up 0.39% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #39 holding.
Independence Wealth Advisors (Ohio) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.