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
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: Q1 2026 in Review

Quadrant Private Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.5% in Q1 2026, buying an estimated $33K and bringing the position to 9,394 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #193.

Quadrant Private Wealth Management first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Quadrant Private Wealth Management held 9,394 shares of State Street Utilities Select Sector SPDR ETF worth $431K as of Q1 2026.
  • Quadrant Private Wealth Management bought 736 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $33K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #193 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 4 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.