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: Q2 2026 in Review
SOA Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.21% in Q2 2026, buying an estimated $91 and bringing the position to 970 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #411.
SOA Wealth Advisors first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $44.4K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- SOA Wealth Advisors held 970 shares of State Street Utilities Select Sector SPDR ETF worth $44K as of Q2 2026.
- SOA Wealth Advisors bought 2 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $91.
- State Street Utilities Select Sector SPDR ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #411 holding.
- SOA Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
- SOA Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $44.4K in Q1 2026.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.