MWA Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MWA Asset Management's XLU Position: Q2 2026 in Review
MWA Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.06% in Q2 2026, selling an estimated $453 and leaving 17,178 shares worth $779K. The position accounts for 0.35% of the portfolio, ranked #64.
MWA Asset Management first reported a position in XLU in Q3 2023 and has held it in 12 quarters since. The position peaked at $789K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- MWA Asset Management held 17,178 shares of State Street Utilities Select Sector SPDR ETF worth $779K as of Q2 2026.
- MWA Asset Management sold 10 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $453.
- State Street Utilities Select Sector SPDR ETF made up 0.35% of MWA Asset Management's portfolio in Q2 2026, its #64 holding.
- MWA Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
- MWA Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $789K in Q1 2026.
- 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.