Smartleaf Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$300K Hold
6,522
0.01% 684
2026
Q1
$300K Buy
6,522
+4,209
+182% +$189K 0.01% 657
2025
Q4
$99.4K Buy
2,313
+1,069
+86% +$47.3K ﹤0.01% 1184
2025
Q3
$54.2K Sell
1,244
-146
-11% -$6.18K ﹤0.01% 1357
2025
Q2
$56.5K Buy
1,390
+804
+137% +$32K 0.01% 1115
2025
Q1
$22.8K Buy
586
+160
+38% +$6.25K ﹤0.01% 1550
2024
Q4
$16.1K Hold
426
﹤0.01% 1771
2024
Q3
$17.1K Buy
+426
New +$15.8K ﹤0.01% 1437

Other funds holding XLU

Smartleaf Asset Management's XLU Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 6,522 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #684.

Smartleaf Asset Management first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Smartleaf Asset Management held 6,522 shares of State Street Utilities Select Sector SPDR ETF worth $300K as of Q2 2026.
  • Smartleaf Asset 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 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #684 holding.
  • Smartleaf Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.