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

Purus Wealth 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	$1.41M	Buy	31,203 +2,738	+10%	+$124K	0.39%	55
2026 Q1	$1.31M	Buy	28,465 +3,173	+13%	+$142K	0.42%	54
2025 Q4	$1.08M	Buy	25,292 +1,488	+6%	+$65.9K	0.34%	57
2025 Q3	$1.04M	Buy	23,804 +156	+0.7%	+$6.6K	0.33%	59
2025 Q2	$966K	Sell	23,648 -82	-0.3%	-$3.27K	0.34%	58
2025 Q1	$936K	Sell	23,730 -650	-3%	-$25.4K	0.4%	55
2024 Q4	$923K	Buy	+24,380	New	+$967K	0.37%	54

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Purus Wealth Management's XLU Position: Q2 2026 in Review

Purus Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.6% in Q2 2026, buying an estimated $124K and bringing the position to 31,203 shares worth $1.41M. The position accounts for 0.39% of the portfolio, ranked #55.

Purus Wealth Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Purus Wealth Management held 31,203 shares of State Street Utilities Select Sector SPDR ETF worth $1.41M as of Q2 2026.
Purus Wealth Management bought 2,738 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Utilities Select Sector SPDR ETF made up 0.39% of Purus Wealth Management's portfolio in Q2 2026, its #55 holding.
Purus Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.