Spartan Wealth Advisory Services LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Spartan Wealth Advisory Services LLC's XLU Position: Q2 2026 in Review
Spartan Wealth Advisory Services LLC increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 7,760 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #244.
Spartan Wealth Advisory Services LLC first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,515 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Spartan Wealth Advisory Services LLC held 7,760 shares of State Street Utilities Select Sector SPDR ETF worth $352K as of Q2 2026.
- Spartan Wealth Advisory Services LLC bought 235 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.6K.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #244 holding.
- Spartan Wealth Advisory Services LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- 1,515 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.