Ritholtz Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Ritholtz Wealth Management's XLU Position: Q2 2026 in Review
Ritholtz Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 40% in Q2 2026, buying an estimated $147K and bringing the position to 11,371 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #847.
Ritholtz Wealth Management first reported a position in XLU in Q3 2023 and has held it in 11 quarters since. The position peaked at $585K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Ritholtz Wealth Management held 11,371 shares of State Street Utilities Select Sector SPDR ETF worth $516K as of Q2 2026.
- Ritholtz Wealth Management bought 3,240 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #847 holding.
- Ritholtz Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
- Ritholtz Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $585K in Q3 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.