Maripau 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
$510K Buy
11,119
+601
+6% +$27K 0.22% 88
2025
Q4
$445K Buy
10,518
+790
+8% +$35K 0.2% 96
2025
Q3
$424K Buy
9,728
+2,716
+39% +$115K 0.21% 86
2025
Q2
$281K Buy
7,012
+922
+15% +$36.7K 0.14% 127
2025
Q1
$240K Buy
+6,090
New +$238K 0.14% 116

Other funds holding XLU

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

Maripau Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.7% in Q1 2026, buying an estimated $27K and bringing the position to 11,119 shares worth $510K. The position accounts for 0.22% of the portfolio, ranked #88.

Maripau Wealth Management first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Maripau Wealth Management held 11,119 shares of State Street Utilities Select Sector SPDR ETF worth $510K as of Q1 2026.
  • Maripau Wealth Management bought 601 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $27K.
  • State Street Utilities Select Sector SPDR ETF made up 0.22% of Maripau Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Maripau Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.