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 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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

MinichMacGregor Wealth Management's XLU Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 45,158 shares worth $2.05M. The stake represents 0.31% of the portfolio and ranks #49 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in XLU as recently as Q4 2022.

MinichMacGregor Wealth Management first reported a position in XLU in Q4 2015 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

MinichMacGregor Wealth Management held 45,158 shares of State Street Utilities Select Sector SPDR ETF worth $2.05M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.31% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #49 holding.
MinichMacGregor Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 15 quarters since.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.