Live Oak Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Live Oak Private 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	$221K	Buy	+4,883	New	+$221K	0.03%	199

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 22.96% 1-Year Est. Return

Live Oak Private Wealth's XLU Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,883 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings.

1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Live Oak Private Wealth held 4,883 shares of State Street Utilities Select Sector SPDR ETF worth $221K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Live Oak Private Wealth position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #199 holding.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.