N.E.W. Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.5K Hold
1,312
﹤0.01% 351
2026
Q1
$60.2K Buy
1,312
+775
+144% +$34.8K ﹤0.01% 342
2025
Q4
$22.9K Buy
537
+467
+667% +$20.7K ﹤0.01% 475
2025
Q3
$3.05K Hold
70
﹤0.01% 711
2025
Q2
$2.86K Sell
70
-814
-92% -$32.4K ﹤0.01% 712
2025
Q1
$34.9K Buy
+884
New +$34.5K ﹤0.01% 413

Other funds holding XLU

N.E.W. Advisory Services's XLU Position: Q2 2026 in Review

N.E.W. Advisory Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,312 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

N.E.W. Advisory Services first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $60.2K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • N.E.W. Advisory Services held 1,312 shares of State Street Utilities Select Sector SPDR ETF worth $59.5K as of Q2 2026.
  • N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q2 2026, its #351 holding.
  • N.E.W. Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $60.2K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.