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 Q2	–	Sell	-210	Closed	-$9.64K	–	985
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XLU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 210 shares — an estimated $9.64K sold.

Legacy Wealth Management (Idaho) first reported a position in XLU in Q3 2024 and held it in 7 quarters. The position peaked at $11.1K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 210 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.64K.
Legacy Wealth Management (Idaho) first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s State Street Utilities Select Sector SPDR ETF position peaked at $11.1K in Q3 2025.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.