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

Mission 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	$297K	Buy	6,561 +2,010	+44%	+$91K	﹤0.01%	881
2026 Q1	$209K	Buy	+4,551	New	+$204K	﹤0.01%	696
2025 Q4	–	Sell	-4,944	Closed	-$216K	–	766
2025 Q3	$216K	Hold	4,944	–	–	﹤0.01%	664
2025 Q2	$202K	Buy	+4,944	New	+$197K	﹤0.01%	659
2025 Q1	–	Sell	-7,740	Closed	-$293K	–	718
2024 Q4	$293K	Buy	+7,740	New	+$307K	0.01%	551

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

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

Mission Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 44% in Q2 2026, buying an estimated $91K and bringing the position to 6,561 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Mission Wealth Management first reported a position in XLU in Q4 2024 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Mission Wealth Management held 6,561 shares of State Street Utilities Select Sector SPDR ETF worth $297K as of Q2 2026.
Mission Wealth Management bought 2,010 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #881 holding.
Mission Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.