Ridgecrest Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ridgecrest Wealth Partners’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	$237K	Hold	5,230	–	–	0.11%	96
2026 Q1	$240K	Hold	5,230	–	–	0.13%	88
2025 Q4	$223K	Sell	5,230 -8	-0.2%	-$354	0.12%	92
2025 Q3	$228K	Hold	5,238	–	–	0.1%	110
2025 Q2	$214K	Hold	5,238	–	–	0.11%	107
2025 Q1	$207K	Buy	+5,238	New	+$205K	0.11%	109
2024 Q4	–	Sell	-5,240	Closed	-$212K	–	119
2024 Q3	$212K	Buy	+5,240	New	+$194K	0.11%	108
2023 Q4	–	Sell	-8,440	Closed	-$249K	–	103
2023 Q3	$249K	Hold	8,440	–	–	0.17%	81
2023 Q2	$276K	Hold	8,440	–	–	0.18%	80
2023 Q1	$286K	Hold	8,440	–	–	0.2%	76
2022 Q4	$298K	Hold	8,440	–	–	0.23%	71
2022 Q3	$276K	Hold	8,440	–	–	0.23%	74
2022 Q2	$296K	Buy	8,440 +38	+0.5%	+$1.38K	0.22%	79
2022 Q1	$313K	Sell	8,402 -740	-8%	-$25.7K	0.2%	86
2021 Q4	$327K	Sell	9,142 -160	-2%	-$5.4K	0.16%	96
2021 Q3	$297K	Buy	9,302 +2	+0%	+$67	0.16%	93
2021 Q2	$294K	Hold	9,300	–	–	0.18%	87
2021 Q1	$298K	Buy	+9,300	New	+$289K	0.28%	67

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

Ridgecrest Wealth Partners's XLU Position: Q2 2026 in Review

Ridgecrest Wealth Partners held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 5,230 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #96.

Ridgecrest Wealth Partners first reported a position in XLU in Q1 2021 and has held it in 18 quarters since. The position peaked at $327K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ridgecrest Wealth Partners held 5,230 shares of State Street Utilities Select Sector SPDR ETF worth $237K as of Q2 2026.
Ridgecrest Wealth Partners left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #96 holding.
Ridgecrest Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 18 quarters since.
Ridgecrest Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $327K in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.