NewEdge Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

NewEdge Wealth’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Buy	33,624 +5,047	+18%	+$226K	0.02%	500
2025 Q4	$1.22M	Sell	28,577 -9	-0%	-$399	0.01%	574
2025 Q3	$1.27M	Buy	28,586 +940	+3%	+$39.8K	0.02%	506
2025 Q2	$1.2M	Buy	27,646 +192	+0.7%	+$7.65K	0.02%	489
2025 Q1	$1.08M	Buy	27,454 +7,042	+34%	+$275K	0.02%	462
2024 Q4	$772K	Buy	20,412 +2,082	+11%	+$82.6K	0.01%	537
2024 Q3	$740K	Buy	18,330 +3,156	+21%	+$117K	0.01%	529
2024 Q2	$517K	Sell	15,174 -7,646	-34%	-$263K	0.01%	541
2024 Q1	$774K	Buy	22,820 +9,712	+74%	+$303K	0.02%	470
2023 Q4	$415K	Buy	+13,108	New	+$401K	0.01%	548

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

NewEdge Wealth's XLU Position: Q1 2026 in Review

NewEdge Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q1 2026, buying an estimated $226K and bringing the position to 33,624 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #500.

NewEdge Wealth first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

NewEdge Wealth held 33,624 shares of State Street Utilities Select Sector SPDR ETF worth $1.54M as of Q1 2026.
NewEdge Wealth bought 5,047 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $226K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #500 holding.
NewEdge Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.