SHP Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
SHP Wealth Management's XLU Position: Q1 2026 in Review
SHP Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.7% in Q1 2026, selling an estimated $4.53K and leaving 2,064 shares worth $94.7K. The position accounts for 0.01% of the portfolio, ranked #392.
SHP Wealth Management first reported a position in XLU in Q4 2025 and has held it in 2 quarters since. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- SHP Wealth Management held 2,064 shares of State Street Utilities Select Sector SPDR ETF worth $94.7K as of Q1 2026.
- SHP Wealth Management sold 101 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.53K.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #392 holding.
- SHP Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- 1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.