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

RWA 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	$708K	Sell	15,621 -437	-3%	-$19.8K	0.01%	408
2026 Q1	$737K	Sell	16,058 -6,972	-30%	-$313K	0.01%	389
2025 Q4	$983K	Buy	23,030 +7,234	+46%	+$320K	0.01%	352
2025 Q3	$689K	Sell	15,796 -1,128	-7%	-$47.7K	0.01%	394
2025 Q2	$691K	Sell	16,924 -120	-0.7%	-$4.78K	0.01%	380
2025 Q1	$672K	Sell	17,044 -2	-0%	-$78	0.01%	372
2024 Q4	$645K	Buy	17,046 +2	+0%	+$79	0.01%	384
2024 Q3	$688K	Buy	17,044 +4	+0%	+$148	0.01%	369
2024 Q2	$581K	Buy	17,040 +440	+3%	+$15.1K	0.01%	377
2024 Q1	$545K	Sell	16,600 -9,078	-35%	-$283K	0.01%	385
2023 Q4	$813K	Buy	25,678 +7,876	+44%	+$241K	0.01%	315
2023 Q3	$525K	Buy	17,802 +2	+0%	+$64	0.01%	257
2023 Q2	$582K	Buy	+17,800	New	+$599K	0.01%	215
2019 Q4	–	Sell	-97,696	Closed	-$3.16M	–	246
2019 Q3	$3.16M	Buy	97,696 +1,292	+1%	+$39.9K	0.33%	71
2019 Q2	$2.87M	Sell	96,404 -76,406	-44%	-$2.24M	0.31%	78
2019 Q1	$5.03M	Sell	172,810 -31,308	-15%	-$871K	0.57%	44
2018 Q4	$5.4M	Buy	+204,118	New	+$5.55M	0.71%	36
2018 Q3	–	Sell	-160,888	Closed	-$4.18M	–	712
2018 Q2	$4.18M	Buy	+160,888	New	+$4.05M	0.47%	50
2017 Q4	–	Sell	-114,972	Closed	-$3.05M	–	259
2017 Q3	$3.05M	Buy	+114,972	New	+$3.09M	0.34%	81

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

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

RWA Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q2 2026, selling an estimated $19.8K and leaving 15,621 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #408.

RWA Wealth Partners first reported a position in XLU in Q3 2017 and has held it in 19 quarters since. The position peaked at $5.4M in Q4 2018. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

RWA Wealth Partners held 15,621 shares of State Street Utilities Select Sector SPDR ETF worth $708K as of Q2 2026.
RWA Wealth Partners sold 437 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #408 holding.
RWA Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and has held it in 19 quarters since.
RWA Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.4M in Q4 2018.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.