NWF Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
NWF Advisory Services's XLU Position: Q1 2026 in Review
NWF Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q1 2026, buying an estimated $4.58K and bringing the position to 7,565 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #268.
NWF Advisory Services first reported a position in XLU in Q3 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- NWF Advisory Services held 7,565 shares of State Street Utilities Select Sector SPDR ETF worth $347K as of Q1 2026.
- NWF Advisory Services bought 102 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.58K.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #268 holding.
- NWF Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.