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 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 $1.37T 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

RWA Wealth Partners's XLU Position: Q1 2026 in Review

RWA Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 30% in Q1 2026, selling an estimated $313K and leaving 16,058 shares worth $737K. The position accounts for 0.01% of the portfolio, ranked #389.

RWA Wealth Partners first reported a position in XLU in Q3 2017 and has held it in 18 quarters since. The position peaked at $5.4M in Q4 2018. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

RWA Wealth Partners held 16,058 shares of State Street Utilities Select Sector SPDR ETF worth $737K as of Q1 2026.
RWA Wealth Partners sold 6,972 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $313K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #389 holding.
RWA Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and has held it in 18 quarters since.
RWA Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.4M in Q4 2018.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.