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Marshall & Sterling Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Marshall & Sterling Wealth Advisors’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
-614
Closed -$28.2K – 356
2026
Q1 		$28.2K Buy
+614
New +$27.5K 0.02% 181
2025
Q4 		– Sell
-158
Closed -$6.89K – 640
2025
Q3 		$6.89K Buy
+158
New +$6.68K ﹤0.01% 434

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XLU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 614 shares — an estimated $28.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in XLU in Q3 2025 and held it in 2 quarters. The position peaked at $28.2K in Q1 2026. 405 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 614 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $28.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $28.2K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.