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

Mosley 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 		$2.63K Buy
+58
New +$2.63K ﹤0.01% 479

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 58 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Mosley Wealth Management held 58 shares of State Street Utilities Select Sector SPDR ETF worth $2.63K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Mosley Wealth Management position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #479 holding.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.