Kassira Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Kassira Wealth Management's XLU Position: Q2 2026 in Review
Kassira Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.13% in Q2 2026, buying an estimated $2.04K and bringing the position to 35,467 shares worth $1.61M. The position accounts for 1.29% of the portfolio, ranked #23.
Kassira Wealth Management first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Kassira Wealth Management held 35,467 shares of State Street Utilities Select Sector SPDR ETF worth $1.61M as of Q2 2026.
- Kassira Wealth Management bought 45 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.04K.
- State Street Utilities Select Sector SPDR ETF made up 1.29% of Kassira Wealth Management's portfolio in Q2 2026, its #23 holding.
- Kassira Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
- Kassira Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.63M in Q1 2026.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.