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

Maridea Wealth Management’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	$3.02M	Buy	66,541 +23,922	+56%	+$1.08M	0.33%	72
2026 Q1	$1.96M	Buy	42,619 +652	+2%	+$29.3K	0.28%	93
2025 Q4	$1.79M	Buy	41,967 +3,181	+8%	+$141K	0.27%	99
2025 Q3	$1.78M	Buy	38,786 +24,946	+180%	+$1.06M	0.28%	90
2025 Q2	$565K	Sell	13,840 -366	-3%	-$14.6K	0.15%	133
2025 Q1	$560K	Buy	14,206 +5,238	+58%	+$205K	0.18%	109
2024 Q4	$339K	Buy	+8,968	New	+$356K	0.11%	161

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

Maridea Wealth Management's XLU Position: Q2 2026 in Review

Maridea Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 56% in Q2 2026, buying an estimated $1.08M and bringing the position to 66,541 shares worth $3.02M. The position accounts for 0.33% of the portfolio, ranked #72.

Maridea Wealth Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Maridea Wealth Management held 66,541 shares of State Street Utilities Select Sector SPDR ETF worth $3.02M as of Q2 2026.
Maridea Wealth Management bought 23,922 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.08M.
State Street Utilities Select Sector SPDR ETF made up 0.33% of Maridea Wealth Management's portfolio in Q2 2026, its #72 holding.
Maridea Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.