Meridian Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Meridian Wealth Management's XLU Position: Q2 2026 in Review
Meridian Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.2% in Q2 2026, buying an estimated $230K and bringing the position to 60,212 shares worth $2.73M. The position accounts for 0.08% of the portfolio, ranked #209.
Meridian Wealth Management first reported a position in XLU in Q2 2019 and has held it in 19 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Meridian Wealth Management held 60,212 shares of State Street Utilities Select Sector SPDR ETF worth $2.73M as of Q2 2026.
- Meridian Wealth Management bought 5,079 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #209 holding.
- Meridian Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 19 quarters since.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.