Legacy Wealth Management (Idaho)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Legacy Wealth Management (Idaho)’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 Q1	$9.64K	Hold	210	–	–	﹤0.01%	496
2025 Q4	$8.96K	Sell	210 -44	-17%	-$1.95K	﹤0.01%	441
2025 Q3	$11.1K	Buy	254 +212	+505%	+$8.97K	0.01%	331
2025 Q2	$1.72K	Hold	42	–	–	﹤0.01%	537
2025 Q1	$1.66K	Hold	42	–	–	﹤0.01%	573
2024 Q4	$1.64K	Sell	42 -180	-81%	-$7.14K	﹤0.01%	526
2024 Q3	$8.7K	Buy	+222	New	+$8.24K	0.01%	331

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XLU Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 210 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Legacy Wealth Management (Idaho) first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.1K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Legacy Wealth Management (Idaho) held 210 shares of State Street Utilities Select Sector SPDR ETF worth $9.64K as of Q1 2026.
Legacy Wealth Management (Idaho) left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #496 holding.
Legacy Wealth Management (Idaho) first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s State Street Utilities Select Sector SPDR ETF position peaked at $11.1K in Q3 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.