PWM
XLU icon

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

Palumbo Wealth Management’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
Q2 		$264K Sell
5,818
-733
-11% -$33.2K 0.06% 203
2026
Q1 		$301K Buy
6,551
+5
+0.1% +$224 0.07% 170
2025
Q4 		$279K Buy
+6,546
New +$290K 0.07% 179
2025
Q3 		– Sell
-6,474
Closed -$264K – 229
2025
Q2 		$264K Sell
6,474
-126
-2% -$5.02K 0.08% 151
2025
Q1 		$260K Buy
6,600
+86
+1% +$3.36K 0.09% 146
2024
Q4 		$247K Buy
6,514
+46
+0.7% +$1.82K 0.09% 138
2024
Q3 		$261K Buy
6,468
+42
+0.7% +$1.56K 0.1% 121
2024
Q2 		$219K Sell
6,426
-18
-0.3% -$618 0.09% 123
2024
Q1 		$212K Sell
6,444
-302
-4% -$9.43K 0.09% 118
2023
Q4 		$214K Sell
6,746
-400
-6% -$12.2K 0.11% 112
2023
Q3 		$211K Sell
7,146
-2,408
-25% -$77.6K 0.12% 109
2023
Q2 		$313K Sell
9,554
-864
-8% -$29.1K 0.19% 80
2023
Q1 		$353K Sell
10,418
-744
-7% -$25.2K 0.23% 69
2022
Q4 		$393K Buy
11,162
+64
+0.6% +$2.18K 0.31% 59
2022
Q3 		$364K Buy
11,098
+66
+0.6% +$2.42K 0.31% 61
2022
Q2 		$387K Buy
11,032
+2
+0% +$72 0.31% 60
2022
Q1 		$411K Sell
11,030
-6,662
-38% -$231K 0.26% 67
2021
Q4 		$633K Buy
17,692
+734
+4% +$24.8K 0.4% 55
2021
Q3 		$542K Sell
16,958
-8,010
-32% -$268K 0.36% 63
2021
Q2 		$789K Sell
24,968
-274
-1% -$8.97K 0.53% 44
2021
Q1 		$808K Sell
25,242
-280
-1% -$8.69K 0.61% 41
2020
Q4 		$800K Buy
+25,522
New +$808K 0.65% 30

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Palumbo Wealth Management's XLU Position: Q2 2026 in Review

Palumbo Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, selling an estimated $33.2K and leaving 5,818 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #203.

Palumbo Wealth Management first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. The position peaked at $808K in Q1 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Palumbo Wealth Management held 5,818 shares of State Street Utilities Select Sector SPDR ETF worth $264K as of Q2 2026.
  • Palumbo Wealth Management sold 733 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $33.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Palumbo Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Palumbo Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $808K in Q1 2021.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.