McGlone Suttner Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McGlone Suttner Wealth Management’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	$902K	Buy	19,904 +6	+0%	+$272	0.11%	92
2026 Q1	$913K	Buy	19,898 +6	+0%	+$269	0.12%	88
2025 Q4	$849K	Buy	19,892 +8	+0%	+$354	0.11%	85
2025 Q3	$867K	Buy	19,884 +20	+0.1%	+$846	0.12%	82
2025 Q2	$811K	Buy	19,864 +20	+0.1%	+$797	0.12%	83
2025 Q1	$782K	Buy	19,844 +24	+0.1%	+$938	0.13%	84
2024 Q4	$750K	Buy	19,820 +4,868	+33%	+$193K	0.13%	77
2024 Q3	$604K	Sell	14,952 -9,590	-39%	-$356K	0.13%	90
2024 Q2	$777K	Sell	24,542 -26	-0.1%	-$893	0.16%	65
2024 Q1	$806K	Buy	24,568 +26	+0.1%	+$812	0.15%	71
2023 Q4	$777K	Buy	24,542 +28	+0.1%	+$856	0.15%	65
2023 Q3	$722K	Sell	24,514 -1,160	-5%	-$37.4K	0.17%	61
2023 Q2	$840K	Buy	25,674 +24	+0.1%	+$808	0.19%	59
2023 Q1	$868K	Buy	25,650 +22	+0.1%	+$746	0.22%	49
2022 Q4	$903K	Buy	+25,628	New	+$871K	0.29%	48

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

McGlone Suttner Wealth Management's XLU Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.03% in Q2 2026, buying an estimated $272 and bringing the position to 19,904 shares worth $902K. The position accounts for 0.11% of the portfolio, ranked #92.

McGlone Suttner Wealth Management first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $913K in Q1 2026. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

McGlone Suttner Wealth Management held 19,904 shares of State Street Utilities Select Sector SPDR ETF worth $902K as of Q2 2026.
McGlone Suttner Wealth Management bought 6 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $272.
State Street Utilities Select Sector SPDR ETF made up 0.11% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #92 holding.
McGlone Suttner Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $913K in Q1 2026.
616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.