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 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 $1.37T 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

SkyOak Wealth's XLU Position: Q1 2026 in Review

SkyOak Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 6,044 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #192.

SkyOak Wealth first reported a position in XLU in Q4 2019 and has held it in 8 quarters since. The position peaked at $5.81M in Q1 2020. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

SkyOak Wealth held 6,044 shares of State Street Utilities Select Sector SPDR ETF worth $277K as of Q1 2026.
SkyOak Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.05% of SkyOak Wealth's portfolio in Q1 2026, its #192 holding.
SkyOak Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
SkyOak Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $5.81M in Q1 2020.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.