Medallion Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Medallion Wealth Advisors's XLU Position: Q1 2026 in Review
Medallion Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q1 2026, selling an estimated $2.65K and leaving 2,846 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #312.
Medallion Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $145K in Q2 2025. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Medallion Wealth Advisors held 2,846 shares of State Street Utilities Select Sector SPDR ETF worth $131K as of Q1 2026.
- Medallion Wealth Advisors sold 59 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.65K.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #312 holding.
- Medallion Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- Medallion Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $145K in Q2 2025.
- 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.