Shared Vision Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Shared Vision Wealth Group’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	$227K	Hold	5,000	–	–	0.08%	105
2026 Q1	$229K	Hold	5,000	–	–	0.09%	88
2025 Q4	$214K	Hold	5,000	–	–	0.09%	93
2025 Q3	$226K	Buy	+5,000	New	+$212K	0.1%	90

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

Shared Vision Wealth Group's XLU Position: Q2 2026 in Review

Shared Vision Wealth Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 5,000 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #105.

Shared Vision Wealth Group first reported a position in XLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $229K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Shared Vision Wealth Group held 5,000 shares of State Street Utilities Select Sector SPDR ETF worth $227K as of Q2 2026.
Shared Vision Wealth Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Shared Vision Wealth Group's portfolio in Q2 2026, its #105 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 4 quarters since.
Shared Vision Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $229K in Q1 2026.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.