Simplicity Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Simplicity Wealth's XLU Position: Q2 2026 in Review
Simplicity Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 119% in Q2 2026, buying an estimated $2.38M and bringing the position to 96,885 shares worth $4.39M. The position accounts for 0.15% of the portfolio, ranked #146.
Simplicity Wealth first reported a position in XLU in Q4 2021 and has held it in 13 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Simplicity Wealth held 96,885 shares of State Street Utilities Select Sector SPDR ETF worth $4.39M as of Q2 2026.
- Simplicity Wealth bought 52,595 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.38M.
- State Street Utilities Select Sector SPDR ETF made up 0.15% of Simplicity Wealth's portfolio in Q2 2026, its #146 holding.
- Simplicity Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.