Oak Harbor Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Oak Harbor Wealth Partners’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	$29.4K	Hold	640	–	–	0.01%	238
2025 Q4	$27.3K	Hold	640	–	–	0.01%	233
2025 Q3	$27.9K	Hold	640	–	–	0.01%	224
2025 Q2	$26.1K	Hold	640	–	–	0.01%	220
2025 Q1	$25.2K	Hold	640	–	–	0.01%	227
2024 Q4	$24.2K	Buy	+640	New	+$25.4K	0.01%	205
2024 Q3	–	Sell	-800	Closed	-$27.3K	–	226
2024 Q2	$27.3K	Buy	800 +766	+2,253%	+$26.3K	0.01%	193
2024 Q1	$1.12K	Buy	+34	New	+$1.06K	﹤0.01%	223

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

Oak Harbor Wealth Partners's XLU Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 640 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #238.

Oak Harbor Wealth Partners first reported a position in XLU in Q1 2024 and has held it in 8 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Oak Harbor Wealth Partners held 640 shares of State Street Utilities Select Sector SPDR ETF worth $29.4K as of Q1 2026.
Oak Harbor Wealth Partners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #238 holding.
Oak Harbor Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.