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

Melone Private Wealth’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
-13,182
Closed -$605K – 60
2026
Q1 		$605K Buy
13,182
+7
+0.1% +$314 0.25% 43
2025
Q4 		$562K Buy
13,175
+4,007
+44% +$177K 0.24% 46
2025
Q3 		$400K Buy
+9,168
New +$388K 0.18% 47

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
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
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Melone Private Wealth's XLU Position: Q2 2026 in Review

Melone Private Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 13,182 shares — an estimated $605K sold.

Melone Private Wealth first reported a position in XLU in Q3 2025 and held it in 3 quarters. The position peaked at $605K in Q1 2026. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Melone Private Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Melone Private Wealth sold 13,182 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $605K.
  • Melone Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Melone Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $605K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.