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Strategic Wealth Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Strategic Wealth Investment Group’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 		$11.6M Buy
256,746
+128,528
+100% +$5.82M 1.41% 27
2026
Q1 		$5.88M Sell
128,218
-1,010
-0.8% -$45.3K 0.75% 48
2025
Q4 		$5.52M Sell
129,228
-103,772
-45% -$4.6M 0.68% 46
2025
Q3 		$10.2M Buy
233,000
+221,824
+1,985% +$9.38M 0.86% 44
2025
Q2 		$456K Buy
11,176
+1,240
+12% +$49.4K 0.66% 40
2025
Q1 		$392K Sell
9,936
-115,584
-92% -$4.52M 0.68% 41
2024
Q4 		$4.75M Sell
125,520
-27,462
-18% -$1.09M 0.52% 50
2024
Q3 		$6.23M Buy
+152,982
New +$5.68M 0.67% 49

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

Strategic Wealth Investment Group's XLU Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 100% in Q2 2026, buying an estimated $5.82M and bringing the position to 256,746 shares worth $11.6M. The position accounts for 1.41% of the portfolio, ranked #27.

Strategic Wealth Investment Group first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Strategic Wealth Investment Group held 256,746 shares of State Street Utilities Select Sector SPDR ETF worth $11.6M as of Q2 2026.
  • Strategic Wealth Investment Group bought 128,528 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.82M.
  • State Street Utilities Select Sector SPDR ETF made up 1.41% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #27 holding.
  • Strategic Wealth Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.