Rialto Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rialto Wealth Management’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 Q1	$235K	Buy	5,112 +345	+7%	+$15.5K	0.05%	142
2025 Q4	$204K	Sell	4,767 -359	-7%	-$15.9K	0.05%	157
2025 Q3	$224K	Sell	5,126 -44	-0.9%	-$1.86K	0.06%	143
2025 Q2	$211K	Sell	5,170 -1,558	-23%	-$62.1K	0.06%	146
2025 Q1	$265K	Sell	6,728 -1,440	-18%	-$56.3K	0.08%	126
2024 Q4	$309K	Buy	+8,168	New	+$324K	0.1%	118

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Rialto Wealth Management's XLU Position: Q1 2026 in Review

Rialto Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.2% in Q1 2026, buying an estimated $15.5K and bringing the position to 5,112 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #142.

Rialto Wealth Management first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Rialto Wealth Management held 5,112 shares of State Street Utilities Select Sector SPDR ETF worth $235K as of Q1 2026.
Rialto Wealth Management bought 345 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $15.5K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #142 holding.
Rialto Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $309K in Q4 2024.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.