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

SteelPeak 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	–	Sell	-252,056	Closed	-$11.6M	–	708
2026 Q1	$11.6M	Buy	+252,056	New	+$11.3M	0.35%	70
2025 Q4	–	Sell	-7,502	Closed	-$327K	–	660
2025 Q3	$327K	Sell	7,502 -155,838	-95%	-$6.59M	0.01%	445
2025 Q2	$6.67M	Sell	163,340 -5,440	-3%	-$217K	0.26%	84
2025 Q1	$6.65M	Sell	168,780 -30,232	-15%	-$1.18M	0.28%	85
2024 Q4	$7.53M	Buy	199,012 +182,280	+1,089%	+$7.23M	0.31%	72
2024 Q3	$676K	Sell	16,732 -151,336	-90%	-$5.61M	0.03%	273
2024 Q2	$5.73M	Buy	168,068 +160,066	+2,000%	+$5.5M	0.27%	78
2024 Q1	$263K	Sell	8,002 -934	-10%	-$29.2K	0.01%	383
2023 Q4	$283K	Sell	8,936 -48	-0.5%	-$1.47K	0.02%	343
2023 Q3	$265K	Sell	8,984 -534	-6%	-$17.2K	0.02%	347
2023 Q2	$311K	Buy	+9,518	New	+$320K	0.02%	317
2023 Q1	–	Sell	-13,074	Closed	-$461K	–	476
2022 Q4	$461K	Hold	13,074	–	–	0.03%	257
2022 Q3	$428K	Sell	13,074 -46,676	-78%	-$1.71M	0.03%	270
2022 Q2	$2.1M	Buy	59,750 +43,400	+265%	+$1.57M	0.15%	109
2022 Q1	$609K	Buy	+16,350	New	+$567K	0.03%	251

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

SteelPeak Wealth's XLU Position: Q2 2026 in Review

SteelPeak Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 252,056 shares — an estimated $11.6M sold.

SteelPeak Wealth first reported a position in XLU in Q1 2022 and held it in 15 quarters. The position peaked at $11.6M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

SteelPeak Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 252,056 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $11.6M.
SteelPeak Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 15 quarters.
SteelPeak Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $11.6M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.