Strait & Sound Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strait & Sound 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	$717K	Buy	15,823 +199	+1%	+$9.01K	0.25%	81
2026 Q1	$717K	Buy	15,624 +730	+5%	+$32.8K	0.27%	78
2025 Q4	$636K	Hold	14,894	–	–	0.24%	79
2025 Q3	$649K	Sell	14,894 -528	-3%	-$22.3K	0.25%	77
2025 Q2	$630K	Sell	15,422 -2,216	-13%	-$88.3K	0.27%	73
2025 Q1	$695K	Buy	17,638 +7,652	+77%	+$299K	0.32%	69
2024 Q4	$378K	Sell	9,986 -310	-3%	-$12.3K	0.18%	96
2024 Q3	$416K	Sell	10,296 -17,734	-63%	-$658K	0.2%	87
2024 Q2	$955K	Buy	28,030 +13,552	+94%	+$465K	0.49%	36
2024 Q1	$468K	Sell	14,478 -70	-0.5%	-$2.19K	0.26%	62
2023 Q4	$449K	Sell	14,548 -50	-0.3%	-$1.53K	0.28%	65
2023 Q3	$430K	Sell	14,598 -16	-0.1%	-$516	0.37%	63
2023 Q2	$478K	Buy	14,614 +6,816	+87%	+$229K	0.47%	49
2023 Q1	$264K	Buy	7,798 +316	+4%	+$10.7K	0.26%	90
2022 Q4	$266K	Buy	+7,482	New	+$254K	0.29%	84

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

Strait & Sound Wealth Management's XLU Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q2 2026, buying an estimated $9.01K and bringing the position to 15,823 shares worth $717K. The position accounts for 0.25% of the portfolio, ranked #81.

Strait & Sound Wealth Management first reported a position in XLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $955K in Q2 2024. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Strait & Sound Wealth Management held 15,823 shares of State Street Utilities Select Sector SPDR ETF worth $717K as of Q2 2026.
Strait & Sound Wealth Management bought 199 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $9.01K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #81 holding.
Strait & Sound Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Strait & Sound Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $955K in Q2 2024.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.