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

SkyOak 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	$274K	Hold	6,044	–	–	0.04%	197
2026 Q1	$277K	Hold	6,044	–	–	0.05%	192
2025 Q4	$258K	Hold	6,044	–	–	0.05%	208
2025 Q3	$264K	Hold	6,044	–	–	0.05%	207
2025 Q2	$247K	Hold	6,044	–	–	0.05%	204
2025 Q1	$238K	Sell	6,044 -94	-2%	-$3.67K	0.05%	203
2024 Q4	$232K	Buy	+6,138	New	+$244K	0.05%	219
2020 Q2	–	Sell	-209,678	Closed	-$5.81M	–	265
2020 Q1	$5.81M	Buy	209,678 +201,326	+2,411%	+$6.44M	2.97%	4
2019 Q4	$270K	Buy	+8,352	New	+$265K	0.08%	246

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

SkyOak Wealth's XLU Position: Q2 2026 in Review

SkyOak Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,044 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #197.

SkyOak Wealth first reported a position in XLU in Q4 2019 and has held it in 9 quarters since. The position peaked at $5.81M in Q1 2020. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SkyOak Wealth held 6,044 shares of State Street Utilities Select Sector SPDR ETF worth $274K as of Q2 2026.
SkyOak Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #197 holding.
SkyOak Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
SkyOak Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $5.81M in Q1 2020.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.