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

Private Wealth Asset 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	$325K	Hold	7,160	–	–	0.03%	224
2026 Q1	$329K	Hold	7,160	–	–	0.04%	211
2025 Q4	$306K	Hold	7,160	–	–	0.03%	216
2025 Q3	$312K	Sell	7,160 -720	-9%	-$30.5K	0.04%	198
2025 Q2	$322K	Buy	7,880 +720	+10%	+$28.7K	0.04%	191
2025 Q1	$282K	Buy	+7,160	New	+$280K	0.04%	196

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

Private Wealth Asset Management's XLU Position: Q2 2026 in Review

Private Wealth Asset Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 7,160 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #224.

Private Wealth Asset Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $329K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Private Wealth Asset Management held 7,160 shares of State Street Utilities Select Sector SPDR ETF worth $325K as of Q2 2026.
Private Wealth Asset Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Private Wealth Asset Management's portfolio in Q2 2026, its #224 holding.
Private Wealth Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $329K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.