Measured Wealth Private Client Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Measured Wealth Private Client Group's XLU Position: Q2 2026 in Review
Measured Wealth Private Client Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.6% in Q2 2026, buying an estimated $340K and bringing the position to 141,572 shares worth $6.42M. The position accounts for 1.55% of the portfolio, ranked #16.
Measured Wealth Private Client Group first reported a position in XLU in Q2 2018 and has held it in 22 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Measured Wealth Private Client Group held 141,572 shares of State Street Utilities Select Sector SPDR ETF worth $6.42M as of Q2 2026.
- Measured Wealth Private Client Group bought 7,508 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $340K.
- State Street Utilities Select Sector SPDR ETF made up 1.55% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #16 holding.
- Measured Wealth Private Client Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 22 quarters since.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.