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

Premier Path 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 Q2	$1.82M	Sell	40,125 -2,097	-5%	-$95K	0.21%	101
2026 Q1	$1.94M	Sell	42,222 -9,451	-18%	-$424K	0.25%	90
2025 Q4	$2.21M	Sell	51,673 -3,821	-7%	-$169K	0.28%	78
2025 Q3	$2.42M	Buy	55,494 +1,130	+2%	+$47.8K	0.31%	72
2025 Q2	$2.22M	Buy	54,364 +1,464	+3%	+$58.3K	0.31%	73
2025 Q1	$2.09M	Sell	52,900 -1,036	-2%	-$40.5K	0.32%	73
2024 Q4	$2.04M	Buy	53,936 +4,784	+10%	+$190K	0.31%	74
2024 Q3	$1.99M	Buy	49,152 +3,400	+7%	+$126K	0.31%	76
2024 Q2	$1.56M	Sell	45,752 -3,626	-7%	-$125K	0.27%	93
2024 Q1	$1.62M	Buy	49,378 +8,538	+21%	+$267K	0.31%	85
2023 Q4	$1.31M	Buy	+40,840	New	+$1.25M	0.29%	85

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Premier Path Wealth Partners's XLU Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5% in Q2 2026, selling an estimated $95K and leaving 40,125 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #101.

Premier Path Wealth Partners first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Premier Path Wealth Partners held 40,125 shares of State Street Utilities Select Sector SPDR ETF worth $1.82M as of Q2 2026.
Premier Path Wealth Partners sold 2,097 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $95K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Premier Path Wealth Partners's portfolio in Q2 2026, its #101 holding.
Premier Path Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $2.42M in Q3 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.