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

Perfromance 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	$1.86M	Buy	40,446 +8	+0%	+$359	0.05%	64
2025 Q4	$1.73M	Sell	40,438 -1,020	-2%	-$45.2K	0.05%	58
2025 Q3	$1.81M	Sell	41,458 -948	-2%	-$40.1K	0.05%	53
2025 Q2	$1.73M	Sell	42,406 -750	-2%	-$29.9K	0.06%	54
2025 Q1	$1.7M	Sell	43,156 -1,710	-4%	-$66.8K	0.06%	51
2024 Q4	$1.7M	Sell	44,866 -786	-2%	-$31.2K	0.05%	52
2024 Q3	$1.84M	Sell	45,652 -2,824	-6%	-$105K	0.06%	48
2024 Q2	$1.65M	Sell	48,476 -1,164	-2%	-$40K	0.06%	46
2024 Q1	$1.63M	Sell	49,640 -14,316	-22%	-$447K	0.07%	55
2023 Q4	$2.03M	Sell	63,956 -21,274	-25%	-$650K	0.09%	56
2023 Q3	$2.51M	Sell	85,230 -2,600	-3%	-$83.8K	0.12%	54
2023 Q2	$2.93M	Sell	87,830 -7,468	-8%	-$251K	0.13%	53
2023 Q1	$3.23M	Sell	95,298 -1,788	-2%	-$60.6K	0.17%	47
2022 Q4	$3.42M	Buy	97,086 +8,482	+10%	+$288K	0.21%	37
2022 Q3	$2.9M	Buy	88,604 +4,140	+5%	+$152K	0.17%	40
2022 Q2	$2.96M	Buy	84,464 +1,678	+2%	+$60.7K	0.17%	41
2022 Q1	$3.08M	Buy	82,786 +2,598	+3%	+$90.1K	0.13%	45
2021 Q4	$2.87M	Buy	+80,188	New	+$2.71M	0.12%	52

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

Perfromance Wealth Partners's XLU Position: Q1 2026 in Review

Perfromance Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.02% in Q1 2026, buying an estimated $359 and bringing the position to 40,446 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #64.

Perfromance Wealth Partners first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.42M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Perfromance Wealth Partners held 40,446 shares of State Street Utilities Select Sector SPDR ETF worth $1.86M as of Q1 2026.
Perfromance Wealth Partners bought 8 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $359.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Perfromance Wealth Partners's portfolio in Q1 2026, its #64 holding.
Perfromance Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $3.42M in Q4 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.