SOA Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
SOA Wealth Advisors's XLU Position: Q3 2026 in Review
SOA Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.21% in Q3 2026, buying an estimated $87 and bringing the position to 972 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #419.
SOA Wealth Advisors first reported a position in XLU in Q4 2020 and has held it in 24 quarters since. The position peaked at $44.4K in Q1 2026. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- SOA Wealth Advisors held 972 shares of State Street Utilities Select Sector SPDR ETF worth $38.3K as of Q3 2026.
- SOA Wealth Advisors bought 2 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $87.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #419 holding.
- SOA Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 24 quarters since.
- SOA Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $44.4K in Q1 2026.
- 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.