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

MinichMacGregor 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 Q3	–	Sell	-45,158	Closed	-$2.05M	–	181
2026 Q2	$2.05M	Buy	+45,158	New	+$2.05M	0.31%	49
2023 Q1	–	Sell	-498	Closed	-$17.6K	–	673
2022 Q4	$17.6K	Buy	+498	New	+$16.9K	0.01%	337
2019 Q1	–	Sell	-48,100	Closed	-$1.28M	–	123
2018 Q4	$1.28M	Buy	48,100 +47,700	+11,925%	+$1.3M	0.87%	45
2018 Q3	$10K	Hold	400	–	–	0.01%	318
2018 Q2	$10K	Hold	400	–	–	0.01%	308
2018 Q1	$10K	Hold	400	–	–	0.01%	310
2017 Q4	$10K	Hold	400	–	–	0.01%	309
2017 Q3	$10K	Hold	400	–	–	0.01%	290
2017 Q2	$10K	Hold	400	–	–	0.01%	278
2017 Q1	$10K	Hold	400	–	–	0.01%	280
2016 Q4	$9K	Hold	400	–	–	0.01%	279
2016 Q3	$9K	Hold	400	–	–	0.01%	286
2016 Q2	$10K	Hold	400	–	–	0.01%	261
2016 Q1	$9K	Hold	400	–	–	0.01%	269
2015 Q4	$8K	Buy	+400	New	+$8.67K	0.01%	259

Other funds holding XLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

MinichMacGregor Wealth Management's XLU Position: Q3 2026 in Review

MinichMacGregor Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 45,158 shares — an estimated $2.05M sold.

MinichMacGregor Wealth Management first reported a position in XLU in Q4 2015 and held it in 15 quarters. The position peaked at $2.05M in Q2 2026. 940 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

MinichMacGregor Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 45,158 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $2.05M.
MinichMacGregor Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.05M in Q2 2026.
940 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.