Lake Hills Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Lake Hills Wealth Management's XLU Position: Q1 2026 in Review
Lake Hills Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 11,435 shares — an estimated $488K sold.
Lake Hills Wealth Management first reported a position in XLU in Q1 2022 and held it in 8 quarters. The position peaked at $7.59M in Q2 2022. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Lake Hills Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Lake Hills Wealth Management sold 11,435 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $488K.
- Lake Hills Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
- Lake Hills Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.59M in Q2 2022.
- 1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Lake Hills Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.