Rialto Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Rialto Wealth Management's XLU Position: Q2 2026 in Review
Rialto Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 46% in Q2 2026, selling an estimated $106K and leaving 2,767 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #215.
Rialto Wealth Management first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Rialto Wealth Management held 2,767 shares of State Street Utilities Select Sector SPDR ETF worth $125K as of Q2 2026.
- Rialto Wealth Management sold 2,345 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $106K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #215 holding.
- Rialto Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
- Rialto Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $309K in Q4 2024.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.