Medallion Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Medallion Wealth Advisors’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	$129K	Sell	2,844 -2	-0.1%	-$91	0.04%	303
2026 Q1	$131K	Sell	2,846 -59	-2%	-$2.65K	0.04%	312
2025 Q4	$124K	Sell	2,905 -63	-2%	-$2.79K	0.04%	320
2025 Q3	$129K	Sell	2,968 -564	-16%	-$23.9K	0.05%	306
2025 Q2	$145K	Sell	3,532 -6	-0.2%	-$239	0.06%	285
2025 Q1	$140K	Buy	3,538 +274	+8%	+$10.7K	0.06%	253
2024 Q4	$124K	Buy	+3,264	New	+$130K	0.06%	262

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 22.96% 1-Year Est. Return

Medallion Wealth Advisors's XLU Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.07% in Q2 2026, selling an estimated $91 and leaving 2,844 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #303.

Medallion Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q2 2025. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Medallion Wealth Advisors held 2,844 shares of State Street Utilities Select Sector SPDR ETF worth $129K as of Q2 2026.
Medallion Wealth Advisors sold 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #303 holding.
Medallion Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $145K in Q2 2025.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.