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
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: Q1 2026 in Review

Inlight Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q1 2026, buying an estimated $1.28M and bringing the position to 238,347 shares worth $10.9M. The position accounts for 4.05% of the portfolio, ranked #8.

Inlight Wealth Management first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Inlight Wealth Management held 238,347 shares of State Street Utilities Select Sector SPDR ETF worth $10.9M as of Q1 2026.
  • Inlight Wealth Management bought 28,591 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.28M.
  • State Street Utilities Select Sector SPDR ETF made up 4.05% of Inlight Wealth Management's portfolio in Q1 2026, its #8 holding.
  • Inlight Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.