Next Level Wealth Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Next Level Wealth Planning’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 Q3	$41.8K	Buy	+1,061	New	+$46.1K	0.02%	189

Other funds holding XLU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Next Level Wealth Planning's XLU Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 1,061 shares worth $41.8K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings.

871 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Next Level Wealth Planning held 1,061 shares of State Street Utilities Select Sector SPDR ETF worth $41.8K as of Q3 2026.
State Street Utilities Select Sector SPDR ETF was a new Next Level Wealth Planning position in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #189 holding.
871 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.