MPWM Advisory Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MPWM Advisory Solutions's XLU Position: Q2 2026 in Review
MPWM Advisory Solutions held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 676 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #243.
MPWM Advisory Solutions first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $31K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- MPWM Advisory Solutions held 676 shares of State Street Utilities Select Sector SPDR ETF worth $30.6K as of Q2 2026.
- MPWM Advisory Solutions left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #243 holding.
- MPWM Advisory Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
- MPWM Advisory Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $31K in Q1 2026.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.