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

Private Wealth Group’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	$1.24M	Sell	27,414 -356	-1%	-$16.1K	0.48%	28
2026 Q1	$1.27M	Hold	27,770	–	–	0.59%	26
2025 Q4	$1.19M	Buy	27,770 +1,048	+4%	+$46.4K	0.57%	26
2025 Q3	$1.17M	Sell	26,722 -942	-3%	-$39.8K	0.58%	25
2025 Q2	$1.13M	Sell	27,664 -256	-0.9%	-$10.2K	0.6%	24
2025 Q1	$1.1M	Sell	27,920 -3,096	-10%	-$121K	0.65%	24
2024 Q4	$1.17M	Buy	31,016 +446	+1%	+$17.7K	0.57%	28
2024 Q3	$1.23M	Buy	30,570 +496	+2%	+$18.4K	0.62%	29
2024 Q2	$1.02M	Hold	30,074	–	–	0.54%	29
2024 Q1	$987K	Hold	30,074	–	–	0.51%	32
2023 Q4	$952K	Sell	30,074 -3,344	-10%	-$102K	0.54%	29
2023 Q3	$985K	Sell	33,418 -21,726	-39%	-$700K	0.65%	26
2023 Q2	$1.8M	Sell	55,144 -802	-1%	-$27K	1.86%	12
2023 Q1	$1.89M	Hold	55,946	–	–	2.61%	10
2022 Q4	$1.97M	Buy	55,946 +25,042	+81%	+$851K	2.8%	8
2022 Q3	$1.01M	Sell	30,904 -5,444	-15%	-$199K	1.58%	22
2022 Q2	$1.27M	Sell	36,348 -448	-1%	-$16.2K	1.58%	17
2022 Q1	$1.37M	Buy	36,796 +612	+2%	+$21.2K	1.01%	20
2021 Q4	$1.29M	Hold	36,184	–	–	0.88%	20
2021 Q3	$1.16M	Hold	36,184	–	–	0.76%	24
2021 Q2	$1.14M	Buy	36,184 +1,048	+3%	+$34.3K	0.76%	23
2021 Q1	$1.13M	Buy	35,136 +2,590	+8%	+$80.4K	0.8%	20
2020 Q4	$1.02M	Hold	32,546	–	–	0.85%	17
2020 Q3	$966K	Hold	32,546	–	–	0.78%	17
2020 Q2	$918K	Hold	32,546	–	–	0.75%	14
2020 Q1	$902K	Buy	32,546 +9,680	+42%	+$310K	1.06%	11
2019 Q4	$739K	Hold	22,866	–	–	0.77%	22
2019 Q3	$740K	Hold	22,866	–	–	0.66%	25
2019 Q2	$682K	Hold	22,866	–	–	0.62%	25
2019 Q1	$665K	Buy	22,866 +4,300	+23%	+$120K	0.61%	25
2018 Q4	$491K	Hold	18,566	–	–	0.48%	19
2018 Q3	$489K	Hold	18,566	–	–	0.5%	19
2018 Q2	$482K	Hold	18,566	–	–	0.46%	24
2018 Q1	$469K	Buy	18,566 +6,766	+57%	+$169K	0.8%	16
2017 Q4	$311K	Buy	+11,800	New	+$324K	0.36%	21

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 Group's XLU Position: Q2 2026 in Review

Private Wealth Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, selling an estimated $16.1K and leaving 27,414 shares worth $1.24M. The position accounts for 0.48% of the portfolio, ranked #28.

Private Wealth Group first reported a position in XLU in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.97M in Q4 2022. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Private Wealth Group held 27,414 shares of State Street Utilities Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Private Wealth Group sold 356 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $16.1K.
State Street Utilities Select Sector SPDR ETF made up 0.48% of Private Wealth Group's portfolio in Q2 2026, its #28 holding.
Private Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Private Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.97M in Q4 2022.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.