Kingsview 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
2017
Q2
Sell
-3,800
Closed -$1K 395
2017
Q1
$1K Buy
+3,800
New +$94.9K ﹤0.01% 299

Other funds holding XLU

Kingsview Wealth Management's XLU Position: Q1 2026 in Review

Kingsview Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 94% in Q1 2026, selling an estimated $47.8M and leaving 66,498 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #417.

Kingsview Wealth Management first reported a position in XLU in Q1 2017 and has held it in 37 quarters since. The position peaked at $49.5M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Kingsview Wealth Management held 66,498 shares of State Street Utilities Select Sector SPDR ETF worth $3.05M as of Q1 2026.
  • Kingsview Wealth Management sold 1,065,207 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $47.8M.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q1 2026, its #417 holding.
  • Kingsview Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $49.5M in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.