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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$540K Buy
11,900
+2,500
+27% +$113K 0.3% 81
2026
Q1
$431K Buy
9,400
+3,000
+47% +$135K 0.28% 94
2025
Q4
$273K Hold
6,400
0.21% 128
2025
Q3
$279K Hold
6,400
0.21% 124
2025
Q2
$261K Sell
6,400
-1,600
-20% -$63.8K 0.21% 129
2025
Q1
$315K Buy
8,000
+1,000
+14% +$39.1K 0.32% 93
2024
Q4
$265K Buy
+7,000
New +$278K 0.26% 115

Other funds holding XLU

PUREfi Wealth's XLU Position: Q2 2026 in Review

PUREfi Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 27% in Q2 2026, buying an estimated $113K and bringing the position to 11,900 shares worth $540K. The position accounts for 0.3% of the portfolio, ranked #81.

PUREfi Wealth first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • PUREfi Wealth held 11,900 shares of State Street Utilities Select Sector SPDR ETF worth $540K as of Q2 2026.
  • PUREfi Wealth bought 2,500 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $113K.
  • State Street Utilities Select Sector SPDR ETF made up 0.3% of PUREfi Wealth's portfolio in Q2 2026, its #81 holding.
  • PUREfi Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.