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

Physician Wealth Advisors’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	$87.5K	Hold	1,931	–	–	0.01%	332
2026 Q1	$88.6K	Hold	1,931	–	–	0.01%	303
2025 Q4	$82.4K	Buy	1,931 +1	+0.1%	+$44	0.01%	301
2025 Q3	$84.2K	Hold	1,930	–	–	0.01%	296
2025 Q2	$78.8K	Hold	1,930	–	–	0.01%	289
2025 Q1	$76.1K	Hold	1,930	–	–	0.01%	280
2024 Q4	$73.1K	Buy	+1,930	New	+$76.6K	0.01%	294

Other funds holding XLU

FMI

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

CTI

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Physician Wealth Advisors's XLU Position: Q2 2026 in Review

Physician Wealth Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,931 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #332.

Physician Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $88.6K in Q1 2026. 359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Physician Wealth Advisors held 1,931 shares of State Street Utilities Select Sector SPDR ETF worth $87.5K as of Q2 2026.
Physician Wealth Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #332 holding.
Physician Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $88.6K in Q1 2026.
359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.