Lake Street Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Lake Street Private Wealth's XLU Position: Q2 2026 in Review
Lake Street Private Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 62% in Q2 2026, buying an estimated $200K and bringing the position to 11,504 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #174.
Lake Street Private Wealth first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Lake Street Private Wealth held 11,504 shares of State Street Utilities Select Sector SPDR ETF worth $522K as of Q2 2026.
- Lake Street Private Wealth bought 4,424 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
- State Street Utilities Select Sector SPDR ETF made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #174 holding.
- Lake Street Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.