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

Silvia McColl 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
Q2 		$212K Hold
4,676
– – 0.13% 115
2026
Q1 		$215K Buy
+4,676
New +$210K 0.14% 113
2025
Q4 		– Sell
-4,676
Closed -$204K – 121
2025
Q3 		$204K Buy
+4,676
New +$198K 0.14% 116

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silvia McColl Wealth Management's XLU Position: Q2 2026 in Review

Silvia McColl Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 4,676 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #115.

Silvia McColl Wealth Management first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q1 2026. 404 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Silvia McColl Wealth Management held 4,676 shares of State Street Utilities Select Sector SPDR ETF worth $212K as of Q2 2026.
  • Silvia McColl Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.13% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Silvia McColl Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • Silvia McColl Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $215K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.