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

PUREfi Wealth’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 Q3	$331K	Sell	8,400 -3,500	-29%	-$152K	0.15%	168
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PUREfi Wealth's XLU Position: Q3 2026 in Review

PUREfi Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 29% in Q3 2026, selling an estimated $152K and leaving 8,400 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #168.

PUREfi Wealth first reported a position in XLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $540K in Q2 2026. 695 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

PUREfi Wealth held 8,400 shares of State Street Utilities Select Sector SPDR ETF worth $331K as of Q3 2026.
PUREfi Wealth sold 3,500 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $152K.
State Street Utilities Select Sector SPDR ETF made up 0.15% of PUREfi Wealth's portfolio in Q3 2026, its #168 holding.
PUREfi Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $540K in Q2 2026.
695 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.