Silverlake Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Silverlake Wealth Management’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	$942K	Sell	20,537 -476	-2%	-$21.4K	0.2%	145
2025 Q4	$897K	Buy	21,013 +521	+3%	+$23.1K	0.2%	132
2025 Q3	$894K	Sell	20,492 -1,730	-8%	-$73.2K	0.22%	124
2025 Q2	$907K	Buy	22,222 +378	+2%	+$15.1K	0.26%	108
2025 Q1	$861K	Buy	21,844 +6	+0%	+$234	0.33%	83
2024 Q4	$826K	Buy	21,838 +266	+1%	+$10.6K	0.32%	89
2024 Q3	$871K	Buy	21,572 +3,692	+21%	+$137K	0.33%	83
2024 Q2	$609K	Buy	17,880 +2,054	+13%	+$70.5K	0.25%	99
2024 Q1	$519K	Sell	15,826 -10,878	-41%	-$340K	0.26%	96
2023 Q4	$846K	Buy	26,704 +8,602	+48%	+$263K	0.47%	57
2023 Q3	$533K	Sell	18,102 -938	-5%	-$30.2K	0.3%	82
2023 Q2	$623K	Buy	+19,040	New	+$641K	0.35%	70
2022 Q2	–	Sell	-6,192	Closed	-$231K	–	234
2022 Q1	$231K	Buy	6,192 +330	+6%	+$11.4K	0.13%	185
2021 Q4	$210K	Buy	+5,862	New	+$198K	0.11%	207

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

Silverlake Wealth Management's XLU Position: Q1 2026 in Review

Silverlake Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q1 2026, selling an estimated $21.4K and leaving 20,537 shares worth $942K. The position accounts for 0.2% of the portfolio, ranked #145.

Silverlake Wealth Management first reported a position in XLU in Q4 2021 and has held it in 14 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Silverlake Wealth Management held 20,537 shares of State Street Utilities Select Sector SPDR ETF worth $942K as of Q1 2026.
Silverlake Wealth Management sold 476 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $21.4K.
State Street Utilities Select Sector SPDR ETF made up 0.2% of Silverlake Wealth Management's portfolio in Q1 2026, its #145 holding.
Silverlake Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.