Resolute Wealth Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Resolute Wealth Strategies’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	$218K	Buy	+4,808	New	+$218K	0.08%	119
2025 Q3	–	Sell	-15,548	Closed	-$635K	–	108
2025 Q2	$635K	Buy	+15,548	New	+$620K	0.34%	46

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Resolute Wealth Strategies's XLU Position: Q2 2026 in Review

Resolute Wealth Strategies opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 4,808 shares worth $218K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: Resolute Wealth Strategies previously reported a position in XLU as recently as Q2 2025.

Resolute Wealth Strategies first reported a position in XLU in Q2 2025 and has held it in 2 quarters since. The position peaked at $635K in Q2 2025. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Resolute Wealth Strategies held 4,808 shares of State Street Utilities Select Sector SPDR ETF worth $218K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Resolute Wealth Strategies position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Resolute Wealth Strategies's portfolio in Q2 2026, its #119 holding.
Resolute Wealth Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
Resolute Wealth Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $635K in Q2 2025.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.