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

McCarter Private Wealth Services’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	-10,350	Closed	-$475K	–	205
2026 Q1	$475K	Hold	10,350	–	–	0.21%	98
2025 Q4	$442K	Hold	10,350	–	–	0.2%	98
2025 Q3	$451K	Buy	+10,350	New	+$438K	0.23%	85

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

McCarter Private Wealth Services's XLU Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 10,350 shares — an estimated $475K sold.

McCarter Private Wealth Services first reported a position in XLU in Q3 2025 and held it in 3 quarters. The position peaked at $475K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

McCarter Private Wealth Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 10,350 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $475K.
McCarter Private Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
McCarter Private Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $475K 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 McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.