MASECO Private Wealth’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
$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

MASECO Private Wealth's XLU Position: Q1 2026 in Review

MASECO Private Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 528 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

MASECO Private Wealth first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • MASECO Private Wealth held 528 shares of State Street Utilities Select Sector SPDR ETF worth $24.2K as of Q1 2026.
  • MASECO Private Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #181 holding.
  • MASECO Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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