Kingswood Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Kingswood Wealth Advisors's XLU Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.8% in Q2 2026, buying an estimated $91.9K and bringing the position to 31,812 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #327.
Kingswood Wealth Advisors first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Kingswood Wealth Advisors held 31,812 shares of State Street Utilities Select Sector SPDR ETF worth $1.44M as of Q2 2026.
- Kingswood Wealth Advisors bought 2,029 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.9K.
- State Street Utilities Select Sector SPDR ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #327 holding.
- Kingswood Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.