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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.7M Buy
257,816
+19,469
+8% +$882K 3.72% 10
2026
Q1
$10.9M Buy
238,347
+28,591
+14% +$1.28M 4.05% 8
2025
Q4
$8.95M Buy
209,756
+38,324
+22% +$1.7M 3.28% 9
2025
Q3
$7.48M Buy
171,432
+3,110
+2% +$132K 3.51% 10
2025
Q2
$6.87M Buy
168,322
+91,228
+118% +$3.63M 3.56% 10
2025
Q1
$3.04M Buy
+77,094
New +$3.01M 1.88% 18

Other funds holding XLU

Inlight Wealth Management's XLU Position: Q2 2026 in Review

Inlight Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.2% in Q2 2026, buying an estimated $882K and bringing the position to 257,816 shares worth $11.7M. The position accounts for 3.72% of the portfolio, ranked #10.

Inlight Wealth Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Inlight Wealth Management held 257,816 shares of State Street Utilities Select Sector SPDR ETF worth $11.7M as of Q2 2026.
  • Inlight Wealth Management bought 19,469 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $882K.
  • State Street Utilities Select Sector SPDR ETF made up 3.72% of Inlight Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Inlight Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.