Q1WB
XLU icon

Quest 10 Wealth Builders’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Quest 10 Wealth Builders’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 		$56.6K Sell
1,248
-2
-0.2% -$91 0.04% 192
2026
Q1 		$57.4K Hold
1,250
– – 0.05% 189
2025
Q4 		$53.4K Hold
1,250
– – 0.05% 179
2025
Q3 		$54.5K Hold
1,250
– – 0.05% 172
2025
Q2 		$51K Hold
1,250
– – 0.05% 177
2025
Q1 		$49.3K Hold
1,250
– – 0.05% 171
2024
Q4 		$47.3K Buy
+1,250
New +$49.6K 0.05% 192

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quest 10 Wealth Builders's XLU Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.16% in Q2 2026, selling an estimated $91 and leaving 1,248 shares worth $56.6K. The position accounts for 0.04% of the portfolio, ranked #192.

Quest 10 Wealth Builders first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.4K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Quest 10 Wealth Builders held 1,248 shares of State Street Utilities Select Sector SPDR ETF worth $56.6K as of Q2 2026.
  • Quest 10 Wealth Builders sold 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #192 holding.
  • Quest 10 Wealth Builders first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's State Street Utilities Select Sector SPDR ETF position peaked at $57.4K 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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.