Independent Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Independent Wealth Advisors's XLU Position: Q2 2026 in Review
Independent Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.28% in Q2 2026, buying an estimated $770 and bringing the position to 6,125 shares worth $278K. The position accounts for 0.25% of the portfolio, ranked #64.
Independent Wealth Advisors first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Independent Wealth Advisors held 6,125 shares of State Street Utilities Select Sector SPDR ETF worth $278K as of Q2 2026.
- Independent Wealth Advisors bought 17 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $770.
- State Street Utilities Select Sector SPDR ETF made up 0.25% of Independent Wealth Advisors's portfolio in Q2 2026, its #64 holding.
- Independent Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Independent Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $280K in Q1 2026.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.