Sound View Wealth Advisors Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sound View Wealth Advisors Group’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	$7.05M	Sell	153,725 -1,932	-1%	-$86.7K	0.48%	55
2025 Q4	$6.64M	Buy	155,657 +6,313	+4%	+$280K	0.45%	54
2025 Q3	$6.51M	Buy	149,344 +5,008	+3%	+$212K	0.45%	57
2025 Q2	$5.89M	Buy	144,336 +8,264	+6%	+$329K	0.44%	55
2025 Q1	$5.36M	Buy	136,072 +3,592	+3%	+$140K	0.44%	56
2024 Q4	$5.01M	Buy	132,480 +9,194	+7%	+$365K	0.4%	60
2024 Q3	$4.98M	Buy	123,286 +50,934	+70%	+$1.89M	0.41%	59
2024 Q2	$2.47M	Buy	72,352 +7,234	+11%	+$248K	0.25%	88
2024 Q1	$2.14M	Sell	65,118 -7,320	-10%	-$228K	0.23%	104
2023 Q4	$2.29M	Sell	72,438 -13,484	-16%	-$412K	0.25%	100
2023 Q3	$2.53M	Buy	85,922 +22,048	+35%	+$711K	0.31%	77
2023 Q2	$2.09M	Buy	63,874 +6,504	+11%	+$219K	0.27%	86
2023 Q1	$1.94M	Sell	57,370 -15,068	-21%	-$511K	0.27%	88
2022 Q4	$2.29M	Buy	72,438 +45,644	+170%	+$1.55M	0.25%	100
2022 Q3	$878K	Buy	26,794 +1,012	+4%	+$37.1K	0.2%	114
2022 Q2	$904K	Buy	25,782 +4,404	+21%	+$159K	0.19%	116
2022 Q1	$796K	Buy	21,378 +4,240	+25%	+$147K	0.15%	129
2021 Q4	$613K	Buy	17,138 +1,926	+13%	+$65K	0.12%	157
2021 Q3	$486K	Buy	15,212 +3,310	+28%	+$111K	0.1%	176
2021 Q2	$376K	Buy	+11,902	New	+$390K	0.08%	203

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

Sound View Wealth Advisors Group's XLU Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q1 2026, selling an estimated $86.7K and leaving 153,725 shares worth $7.05M. The position accounts for 0.48% of the portfolio, ranked #55.

Sound View Wealth Advisors Group first reported a position in XLU in Q2 2021 and has held it in 20 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Sound View Wealth Advisors Group held 153,725 shares of State Street Utilities Select Sector SPDR ETF worth $7.05M as of Q1 2026.
Sound View Wealth Advisors Group sold 1,932 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $86.7K.
State Street Utilities Select Sector SPDR ETF made up 0.48% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #55 holding.
Sound View Wealth Advisors Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.