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Meridian Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Meridian Wealth Management’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
Q1 		$2.53M Buy
55,133
+7,562
+16% +$339K 0.09% 198
2025
Q4 		$2.03M Buy
47,571
+9,897
+26% +$438K 0.07% 227
2025
Q3 		$1.59M Buy
37,674
+9,982
+36% +$422K 0.06% 253
2025
Q2 		$1.13M Buy
27,692
+2,128
+8% +$84.8K 0.05% 289
2025
Q1 		$1M Buy
25,564
+1,728
+7% +$67.5K 0.05% 292
2024
Q4 		$898K Buy
23,836
+600
+3% +$23.8K 0.04% 306
2024
Q3 		$933K Buy
23,236
+2,910
+14% +$108K 0.05% 294
2024
Q2 		$691K Buy
+20,326
New +$698K 0.08% 146
2023
Q3 		– Sell
-15,922
Closed -$521K – 562
2023
Q2 		$521K Sell
15,922
-220
-1% -$7.41K 0.04% 317
2023
Q1 		$546K Sell
16,142
-6,494
-29% -$220K 0.05% 299
2022
Q4 		$798K Sell
22,636
-88
-0.4% -$2.99K 0.08% 227
2022
Q3 		$744K Buy
22,724
+5,782
+34% +$212K 0.08% 224
2022
Q2 		$594K Buy
16,942
+1,536
+10% +$55.6K 0.05% 319
2022
Q1 		$574K Buy
15,406
+8
+0.1% +$277 0.06% 221
2021
Q4 		$551K Sell
15,398
-992
-6% -$33.5K 0.06% 233
2021
Q3 		$523K Buy
16,390
+3,078
+23% +$103K 0.06% 216
2021
Q2 		$421K Buy
+13,312
New +$436K 0.05% 253
2019
Q3 		– Sell
-1,068
Closed -$319 – 514
2019
Q2 		$319 Buy
+1,068
New +$31.4K 0.01% 449

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Meridian Wealth Management's XLU Position: Q1 2026 in Review

Meridian Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q1 2026, buying an estimated $339K and bringing the position to 55,133 shares worth $2.53M. The position accounts for 0.09% of the portfolio, ranked #198.

Meridian Wealth Management first reported a position in XLU in Q2 2019 and has held it in 18 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Meridian Wealth Management held 55,133 shares of State Street Utilities Select Sector SPDR ETF worth $2.53M as of Q1 2026.
  • Meridian Wealth Management bought 7,562 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $339K.
  • State Street Utilities Select Sector SPDR ETF made up 0.09% of Meridian Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Meridian Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 18 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.