OakTrust Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
OakTrust Wealth Advisors's XLU Position: Q2 2026 in Review
OakTrust Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.17% in Q2 2026, buying an estimated $861 and bringing the position to 11,530 shares worth $523K. The position accounts for 0.45% of the portfolio, ranked #31.
OakTrust Wealth Advisors first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $528K in Q1 2026. 1,574 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- OakTrust Wealth Advisors held 11,530 shares of State Street Utilities Select Sector SPDR ETF worth $523K as of Q2 2026.
- OakTrust Wealth Advisors bought 19 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $861.
- State Street Utilities Select Sector SPDR ETF made up 0.45% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #31 holding.
- OakTrust Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- OakTrust Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $528K in Q1 2026.
- 1,574 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.