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

MASECO 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	–	Sell	-528	Closed	-$24.2K	–	406
2026 Q1	$24.2K	Hold	528	–	–	﹤0.01%	181
2025 Q4	$22.5K	Hold	528	–	–	﹤0.01%	249
2025 Q3	$23K	Hold	528	–	–	﹤0.01%	135
2025 Q2	$21.6K	Buy	+528	New	+$21K	﹤0.01%	249

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 22.9% 1-Year Est. Return

MASECO Private Wealth's XLU Position: Q2 2026 in Review

MASECO Private Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 528 shares — an estimated $24.2K sold.

MASECO Private Wealth first reported a position in XLU in Q2 2025 and held it in 4 quarters. The position peaked at $24.2K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

MASECO Private Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
MASECO Private Wealth sold 528 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $24.2K.
MASECO Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
MASECO Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $24.2K in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.