Koa Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Koa Wealth Management's XLU Position: Q3 2026 in Review
Koa Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 74% in Q3 2026, buying an estimated $1.48M and bringing the position to 79,996 shares worth $3.16M. The position accounts for 2.04% of the portfolio, ranked #15.
Koa Wealth Management first reported a position in XLU in Q4 2023 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Koa Wealth Management held 79,996 shares of State Street Utilities Select Sector SPDR ETF worth $3.16M as of Q3 2026.
- Koa Wealth Management bought 34,027 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.48M.
- State Street Utilities Select Sector SPDR ETF made up 2.04% of Koa Wealth Management's portfolio in Q3 2026, its #15 holding.
- Koa Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 12 quarters since.
- 652 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.