Paradigm Strategies in Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Paradigm Strategies in 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	$620K	Buy	13,685 +8	+0.1%	+$362	0.38%	35
2026 Q1	$628K	Buy	13,677 +9	+0.1%	+$404	0.43%	28
2025 Q4	$583K	Buy	13,668 +8	+0.1%	+$354	0.38%	30
2025 Q3	$596K	Buy	13,660 +8	+0.1%	+$338	0.38%	29
2025 Q2	$557K	Buy	13,652 +10	+0.1%	+$398	0.36%	31
2025 Q1	$538K	Sell	13,642 -242	-2%	-$9.46K	0.36%	32
2024 Q4	$525K	Sell	13,884 -120	-0.9%	-$4.76K	0.35%	30
2024 Q3	$566K	Sell	14,004 -544	-4%	-$20.2K	0.35%	27
2024 Q2	$496K	Buy	14,548 +16	+0.1%	+$550	0.3%	26
2024 Q1	$477K	Sell	14,532 -112	-0.8%	-$3.5K	0.29%	27
2023 Q4	$464K	Sell	14,644 -1,910	-12%	-$58.4K	0.31%	26
2023 Q3	$488K	Sell	16,554 -178	-1%	-$5.74K	0.31%	26
2023 Q2	$547K	Sell	16,732 -280	-2%	-$9.43K	0.37%	22
2023 Q1	$576K	Buy	17,012 +18	+0.1%	+$610	0.45%	19
2022 Q4	$599K	Sell	16,994 -100	-0.6%	-$3.4K	0.53%	19
2022 Q3	$560K	Buy	17,094 +918	+6%	+$33.6K	0.51%	20
2022 Q2	$567K	Buy	16,176 +976	+6%	+$35.3K	0.62%	20
2022 Q1	$566K	Buy	15,200 +16	+0.1%	+$555	0.59%	22
2021 Q4	$543K	Buy	15,184 +20	+0.1%	+$675	0.55%	22
2021 Q3	$484K	Buy	15,164 +20	+0.1%	+$668	0.46%	25
2021 Q2	$479K	Buy	15,144 +520	+4%	+$17K	0.43%	25
2021 Q1	$468K	Buy	+14,624	New	+$454K	0.45%	25

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Paradigm Strategies in Wealth Management's XLU Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.06% in Q2 2026, buying an estimated $362 and bringing the position to 13,685 shares worth $620K. The position accounts for 0.38% of the portfolio, ranked #35.

Paradigm Strategies in Wealth Management first reported a position in XLU in Q1 2021 and has held it in 22 quarters since. The position peaked at $628K in Q1 2026. 736 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Paradigm Strategies in Wealth Management held 13,685 shares of State Street Utilities Select Sector SPDR ETF worth $620K as of Q2 2026.
Paradigm Strategies in Wealth Management bought 8 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $362.
State Street Utilities Select Sector SPDR ETF made up 0.38% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #35 holding.
Paradigm Strategies in Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Paradigm Strategies in Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $628K in Q1 2026.
736 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.