Solutions 4 Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Solutions 4 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	$697K	Sell	15,366 -2,856	-16%	-$129K	0.9%	29
2026 Q1	$836K	Sell	18,222 -6,896	-27%	-$309K	1.26%	23
2025 Q4	$1.07M	Sell	25,118 -350	-1%	-$15.5K	1.62%	16
2025 Q3	$1.11M	Buy	25,468 +68	+0.3%	+$2.88K	1.72%	14
2025 Q2	$1.04M	Buy	25,400 +1,088	+4%	+$43.4K	1.73%	15
2025 Q1	$958K	Buy	24,312 +146	+0.6%	+$5.7K	1.69%	14
2024 Q4	$915K	Buy	24,166 +168	+0.7%	+$6.67K	1.66%	15
2024 Q3	$969K	Buy	23,998 +24	+0.1%	+$890	1.9%	14
2024 Q2	$817K	Sell	23,974 -836	-3%	-$28.7K	1.85%	16
2024 Q1	$814K	Buy	24,810 +174	+0.7%	+$5.43K	2.29%	13
2023 Q4	$780K	Buy	+24,636	New	+$753K	2.55%	12

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

Solutions 4 Wealth's XLU Position: Q2 2026 in Review

Solutions 4 Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, selling an estimated $129K and leaving 15,366 shares worth $697K. The position accounts for 0.9% of the portfolio, ranked #29.

Solutions 4 Wealth first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Solutions 4 Wealth held 15,366 shares of State Street Utilities Select Sector SPDR ETF worth $697K as of Q2 2026.
Solutions 4 Wealth sold 2,856 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $129K.
State Street Utilities Select Sector SPDR ETF made up 0.9% of Solutions 4 Wealth's portfolio in Q2 2026, its #29 holding.
Solutions 4 Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Solutions 4 Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $1.11M in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.