Kiker 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
$78.2K Buy
+1,724
New +$78.1K 0.03% 127
2025
Q4
Sell
-816
Closed -$35.6K 213
2025
Q3
$35.6K Buy
816
+4
+0.5% +$169 0.02% 141
2025
Q2
$33.2K Hold
812
0.02% 235
2025
Q1
$32K Buy
+812
New +$31.7K 0.02% 236

Other funds holding XLU

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

Kiker Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 1,724 shares worth $78.2K. The stake represents 0.03% of the portfolio and ranks #127 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in XLU as recently as Q3 2025.

Kiker Wealth Management first reported a position in XLU in Q1 2025 and has held it in 4 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Kiker Wealth Management held 1,724 shares of State Street Utilities Select Sector SPDR ETF worth $78.2K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Kiker Wealth Management position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Kiker Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Kiker Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.