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Spahn Wealth & Retirement’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Spahn Wealth & Retirement’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 		$5.13M Buy
113,179
+16,559
+17% +$750K 3.3% 13
2026
Q1 		$4.43M Buy
+96,620
New +$4.33M 5.64% 9

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spahn Wealth & Retirement's XLU Position: Q2 2026 in Review

Spahn Wealth & Retirement increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q2 2026, buying an estimated $750K and bringing the position to 113,179 shares worth $5.13M. The position accounts for 3.3% of the portfolio, ranked #13.

Spahn Wealth & Retirement first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Spahn Wealth & Retirement held 113,179 shares of State Street Utilities Select Sector SPDR ETF worth $5.13M as of Q2 2026.
  • Spahn Wealth & Retirement bought 16,559 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $750K.
  • State Street Utilities Select Sector SPDR ETF made up 3.3% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #13 holding.
  • Spahn Wealth & Retirement first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.