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

Lauer Wealth’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	$287K	Buy	+6,286	New	+$285K	0.17%	56

Other funds holding XLU

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

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

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

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

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Lauer Wealth's XLU Position: Q2 2026 in Review

Lauer Wealth opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 6,286 shares worth $287K. The stake represents 0.17% of the portfolio and ranks #56 among its holdings.

510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Lauer Wealth held 6,286 shares of State Street Utilities Select Sector SPDR ETF worth $287K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Lauer Wealth position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Lauer Wealth's portfolio in Q2 2026, its #56 holding.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.