Relyea Zuckerberg Hanson’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
$226K Buy
4,979
+31
+0.6% +$1.4K 0.02% 280
2026
Q1
$227K Buy
4,948
+34
+0.7% +$1.52K 0.02% 250
2025
Q4
$210K Buy
4,914
+36
+0.7% +$1.59K 0.02% 255
2025
Q3
$213K Buy
+4,878
New +$206K 0.02% 256

Other funds holding XLU

Relyea Zuckerberg Hanson's XLU Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.63% in Q2 2026, buying an estimated $1.4K and bringing the position to 4,979 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #280.

Relyea Zuckerberg Hanson first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $227K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Relyea Zuckerberg Hanson held 4,979 shares of State Street Utilities Select Sector SPDR ETF worth $226K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 31 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #280 holding.
  • Relyea Zuckerberg Hanson first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Relyea Zuckerberg Hanson's State Street Utilities Select Sector SPDR ETF position peaked at $227K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.