Quadrant Private Wealth Management’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
$342K Sell
7,552
-1,842
-20% -$83.4K 0.08% 116
2026
Q1
$431K Buy
9,394
+736
+9% +$33K 0.07% 193
2025
Q4
$370K Buy
8,658
+202
+2% +$8.95K 0.06% 198
2025
Q3
$369K Sell
8,456
-162
-2% -$6.85K 0.07% 182
2025
Q2
$352K Buy
+8,618
New +$343K 0.07% 179

Other funds holding XLU

Quadrant Private Wealth Management's XLU Position: Q2 2026 in Review

Quadrant Private Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 20% in Q2 2026, selling an estimated $83.4K and leaving 7,552 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #116.

Quadrant Private Wealth Management first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $431K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Quadrant Private Wealth Management held 7,552 shares of State Street Utilities Select Sector SPDR ETF worth $342K as of Q2 2026.
  • Quadrant Private Wealth Management sold 1,842 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $83.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Quadrant Private Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • Quadrant Private Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $431K in Q1 2026.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.