Shared Vision Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Shared Vision Wealth Group's XLU Position: Q1 2026 in Review
Shared Vision Wealth Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 5,000 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #88.
Shared Vision Wealth Group first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Shared Vision Wealth Group held 5,000 shares of State Street Utilities Select Sector SPDR ETF worth $229K as of Q1 2026.
- Shared Vision Wealth Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.09% of Shared Vision Wealth Group's portfolio in Q1 2026, its #88 holding.
- Shared Vision Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
- 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.