Olistico Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Olistico Wealth’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	$3.16K	Hold	80	–	–	﹤0.01%	325
2026 Q2	$3.63K	Hold	80	–	–	﹤0.01%	300
2026 Q1	$3.67K	Hold	80	–	–	﹤0.01%	301
2025 Q4	$3.42K	Buy	+80	New	+$3.54K	﹤0.01%	297

Other funds holding XLU

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Olistico Wealth's XLU Position: Q3 2026 in Review

Olistico Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 80 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Olistico Wealth first reported a position in XLU in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.67K in Q1 2026. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Olistico Wealth held 80 shares of State Street Utilities Select Sector SPDR ETF worth $3.16K as of Q3 2026.
Olistico Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #325 holding.
Olistico Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Olistico Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $3.67K in Q1 2026.
1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.