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: Q3 2026 in Review
NWF Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q3 2026, buying an estimated $4.3K and bringing the position to 7,417 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #312.
NWF Advisory Services first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $347K in Q1 2026. 462 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- NWF Advisory Services held 7,417 shares of State Street Utilities Select Sector SPDR ETF worth $293K as of Q3 2026.
- NWF Advisory Services bought 99 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $4.3K.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #312 holding.
- NWF Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
- NWF Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $347K in Q1 2026.
- 462 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.