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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Maridea Wealth Management's XLU Position: Q1 2026 in Review

Maridea Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.6% in Q1 2026, buying an estimated $29.3K and bringing the position to 42,619 shares worth $1.96M. The position accounts for 0.28% of the portfolio, ranked #93.

Maridea Wealth Management first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Maridea Wealth Management held 42,619 shares of State Street Utilities Select Sector SPDR ETF worth $1.96M as of Q1 2026.
  • Maridea Wealth Management bought 652 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $29.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.28% of Maridea Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Maridea Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.