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: Q1 2026 in Review
MWA Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q1 2026, selling an estimated $20.4K and leaving 17,188 shares worth $789K. The position accounts for 0.43% of the portfolio, ranked #62.
MWA Asset Management first reported a position in XLU in Q3 2023 and has held it in 11 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- MWA Asset Management held 17,188 shares of State Street Utilities Select Sector SPDR ETF worth $789K as of Q1 2026.
- MWA Asset Management sold 455 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $20.4K.
- State Street Utilities Select Sector SPDR ETF made up 0.43% of MWA Asset Management's portfolio in Q1 2026, its #62 holding.
- MWA Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on MWA Asset Management's 13F filing for Q1 2026, filed 7 May 2026.