Koa Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Koa Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Buy	45,969 +7	+0%	+$317	1.42%	18
2026 Q1	$2.11M	Buy	45,962 +2,182	+5%	+$97.9K	1.52%	18
2025 Q4	$1.87M	Sell	43,780 -7,888	-15%	-$349K	1.28%	25
2025 Q3	$2.25M	Sell	51,668 -9,994	-16%	-$423K	1.67%	18
2025 Q2	$2.52M	Sell	61,662 -7,606	-11%	-$303K	2%	16
2025 Q1	$2.73M	Sell	69,268 -2,732	-4%	-$107K	2.21%	14
2024 Q4	$2.72M	Sell	72,000 -3,024	-4%	-$120K	2.23%	12
2024 Q3	$3.03M	Sell	75,024 -3,178	-4%	-$118K	2.34%	13
2024 Q2	$2.66M	Buy	78,202 +2,162	+3%	+$74.3K	2.25%	12
2024 Q1	$2.5M	Buy	76,040 +39,618	+109%	+$1.24M	2.25%	16
2023 Q4	$1.15M	Buy	+36,422	New	+$1.11M	1.14%	26

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Koa Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.02% in Q2 2026, buying an estimated $317 and bringing the position to 45,969 shares worth $2.08M. The position accounts for 1.42% of the portfolio, ranked #18.

Koa Wealth Management first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.03M in Q3 2024. 704 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Koa Wealth Management held 45,969 shares of State Street Utilities Select Sector SPDR ETF worth $2.08M as of Q2 2026.
Koa Wealth Management bought 7 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $317.
State Street Utilities Select Sector SPDR ETF made up 1.42% of Koa Wealth Management's portfolio in Q2 2026, its #18 holding.
Koa Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Koa Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $3.03M in Q3 2024.
704 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.