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

Quadcap 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 Q1	$309K	Buy	6,744 +166	+3%	+$7.45K	0.04%	312
2025 Q4	$281K	Hold	6,578	–	–	0.03%	322
2025 Q3	$287K	Sell	6,578 -116	-2%	-$4.91K	0.03%	328
2025 Q2	$273K	Hold	6,694	–	–	0.03%	333
2025 Q1	$264K	Hold	6,694	–	–	0.04%	322
2024 Q4	$253K	Hold	6,694	–	–	0.04%	329
2024 Q3	$270K	Buy	+6,694	New	+$248K	0.04%	322

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Quadcap Wealth Management's XLU Position: Q1 2026 in Review

Quadcap Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q1 2026, buying an estimated $7.45K and bringing the position to 6,744 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #312.

Quadcap Wealth Management first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Quadcap Wealth Management held 6,744 shares of State Street Utilities Select Sector SPDR ETF worth $309K as of Q1 2026.
Quadcap Wealth Management bought 166 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $7.45K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Quadcap Wealth Management's portfolio in Q1 2026, its #312 holding.
Quadcap Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.