New England Private Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
New England Private Wealth Advisors's XLU Position: Q2 2026 in Review
New England Private Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.14% in Q2 2026, buying an estimated $317 and bringing the position to 5,056 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #195.
New England Private Wealth Advisors first reported a position in XLU in Q1 2014 and has held it in 6 quarters since. The position peaked at $774K in Q2 2014. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- New England Private Wealth Advisors held 5,056 shares of State Street Utilities Select Sector SPDR ETF worth $234K as of Q2 2026.
- New England Private Wealth Advisors bought 7 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $317.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of New England Private Wealth Advisors's portfolio in Q2 2026, its #195 holding.
- New England Private Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 6 quarters since.
- New England Private Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $774K in Q2 2014.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.