Spire Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Spire Wealth Management’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	$5.98M	Sell	131,824 -3,467	-3%	-$157K	0.18%	120
2026 Q1	$6.21M	Sell	135,291 -15,527	-10%	-$697K	0.21%	96
2025 Q4	$6.44M	Sell	150,818 -24,646	-14%	-$1.09M	0.22%	94
2025 Q3	$7.65M	Buy	175,464 +1,590	+0.9%	+$67.3K	0.26%	82
2025 Q2	$7.09M	Sell	173,874 -29,518	-15%	-$1.18M	0.25%	80
2025 Q1	$8.02M	Buy	203,392 +52,584	+35%	+$2.05M	0.26%	84
2024 Q4	$5.71M	Buy	150,808 +2,896	+2%	+$115K	0.18%	117
2024 Q3	$5.97M	Sell	147,912 -5,178	-3%	-$192K	0.2%	105
2024 Q2	$5.21M	Sell	153,090 -15,066	-9%	-$517K	0.18%	115
2024 Q1	$11M	Buy	168,156 +598	+0.4%	+$18.7K	0.2%	93
2023 Q4	$5.11M	Sell	167,558 -64,336	-28%	-$1.97M	0.17%	136
2023 Q3	$6.83M	Buy	231,894 +29,048	+14%	+$936K	0.26%	78
2023 Q2	$6.64M	Buy	202,846 +25,676	+14%	+$864K	0.25%	85
2023 Q1	$6M	Buy	177,170 +39,782	+29%	+$1.35M	0.23%	95
2022 Q4	$4.84M	Buy	137,388 +7,472	+6%	+$254K	0.27%	87
2022 Q3	$4.25M	Sell	129,916 -2,546	-2%	-$93.3K	0.26%	89
2022 Q2	$4.64M	Buy	132,462 +99,184	+298%	+$3.59M	0.19%	125
2022 Q1	$1.24M	Sell	33,278 -31,972	-49%	-$1.11M	0.03%	348
2021 Q4	$2.33M	Buy	65,250 +30,250	+86%	+$1.02M	0.05%	285
2021 Q3	$1.12M	Sell	35,000 -13,864	-28%	-$463K	0.03%	385
2021 Q2	$1.55M	Sell	48,864 -23,792	-33%	-$779K	0.04%	333
2021 Q1	$2.25M	Buy	+72,656	New	+$2.25M	0.06%	256

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

Spire Wealth Management's XLU Position: Q2 2026 in Review

Spire Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.6% in Q2 2026, selling an estimated $157K and leaving 131,824 shares worth $5.98M. The position accounts for 0.18% of the portfolio, ranked #120.

Spire Wealth Management first reported a position in XLU in Q1 2021 and has held it in 22 quarters since. The position peaked at $11M in Q1 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Spire Wealth Management held 131,824 shares of State Street Utilities Select Sector SPDR ETF worth $5.98M as of Q2 2026.
Spire Wealth Management sold 3,467 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Spire Wealth Management's portfolio in Q2 2026, its #120 holding.
Spire Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $11M in Q1 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.