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 Q2	$1.67M	Buy	36,760 +3,136	+9%	+$142K	0.02%	507
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Wealth's XLU Position: Q2 2026 in Review

NewEdge Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.3% in Q2 2026, buying an estimated $142K and bringing the position to 36,760 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #507.

NewEdge Wealth first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

NewEdge Wealth held 36,760 shares of State Street Utilities Select Sector SPDR ETF worth $1.67M as of Q2 2026.
NewEdge Wealth bought 3,136 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $142K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #507 holding.
NewEdge Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.