Signal Advisors Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Signal Advisors Wealth’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	$1.05M	Buy	23,084 +6,630	+40%	+$300K	0.05%	270
2026 Q1	$755K	Buy	16,454 +3,166	+24%	+$142K	0.05%	291
2025 Q4	$567K	Buy	13,288 +498	+4%	+$22.1K	0.05%	287
2025 Q3	$558K	Sell	12,790 -173,926	-93%	-$7.36M	0.05%	253
2025 Q2	$7.62M	Buy	186,716 +129,036	+224%	+$5.14M	0.6%	42
2025 Q1	$2.27M	Sell	57,680 -69,952	-55%	-$2.73M	0.22%	105
2024 Q4	$4.83M	Buy	127,632 +70,714	+124%	+$2.81M	0.55%	51
2024 Q3	$2.3M	Buy	+56,918	New	+$2.11M	0.33%	76
2024 Q2	–	Sell	-20,962	Closed	-$688K	–	298
2024 Q1	$688K	Buy	20,962 +5,548	+36%	+$173K	0.17%	124
2023 Q4	$488K	Buy	+15,414	New	+$471K	0.17%	120

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

Signal Advisors Wealth's XLU Position: Q2 2026 in Review

Signal Advisors Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 40% in Q2 2026, buying an estimated $300K and bringing the position to 23,084 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #270.

Signal Advisors Wealth first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.62M in Q2 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Signal Advisors Wealth held 23,084 shares of State Street Utilities Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Signal Advisors Wealth bought 6,630 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $300K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #270 holding.
Signal Advisors Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Signal Advisors Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $7.62M in Q2 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.