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

Strategic Wealth Partners’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	$354K	Sell	7,799 -880	-10%	-$39.9K	0.02%	233
2026 Q1	$398K	Buy	8,679 +75	+0.9%	+$3.37K	0.03%	219
2025 Q4	$367K	Sell	8,604 -680	-7%	-$30.1K	0.03%	237
2025 Q3	$405K	Hold	9,284	–	–	0.03%	250
2025 Q2	$379K	Buy	+9,284	New	+$370K	0.03%	247
2024 Q4	$291K	Sell	7,324 -418	-5%	-$16.6K	0.02%	266
2024 Q3	$313K	Buy	7,742 +536	+7%	+$19.9K	0.03%	251
2024 Q2	$246K	Sell	7,206 -206	-3%	-$7.08K	0.03%	263
2024 Q1	$243K	Sell	7,412 -14,002	-65%	-$437K	0.03%	252
2023 Q4	$678K	Sell	21,414 -6,580	-24%	-$201K	0.08%	158
2023 Q3	$825K	Sell	27,994 -1,628	-5%	-$52.5K	0.11%	167
2023 Q2	$969K	Buy	29,622 +1,586	+6%	+$53.4K	0.13%	153
2023 Q1	$949K	Sell	28,036 -1,214	-4%	-$41.1K	0.15%	132
2022 Q4	$1.03M	Buy	29,250 +13,692	+88%	+$465K	0.19%	118
2022 Q3	$510K	Sell	15,558 -1,186	-7%	-$43.5K	0.11%	173
2022 Q2	$587K	Hold	16,744	–	–	0.13%	151
2022 Q1	$623K	Sell	16,744 -18,468	-52%	-$640K	0.12%	163
2021 Q4	$1.26M	Buy	+35,212	New	+$1.19M	0.24%	124
2019 Q4	–	Sell	-350	Closed	-$11	–	523
2019 Q3	$11	Buy	350 +50	+17%	+$1.54K	﹤0.01%	504
2019 Q2	$8K	Buy	+300	New	+$8.81K	﹤0.01%	594
2018 Q3	–	Sell	-76	Closed	-$2K	–	707
2018 Q2	$2K	Sell	76 -64	-46%	-$1.61K	﹤0.01%	708
2018 Q1	$4K	Buy	140 +76	+119%	+$1.9K	﹤0.01%	680
2017 Q4	$2K	Buy	+64	New	+$1.75K	﹤0.01%	702

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

Strategic Wealth Partners's XLU Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2026, selling an estimated $39.9K and leaving 7,799 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #233.

Strategic Wealth Partners first reported a position in XLU in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.26M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Strategic Wealth Partners held 7,799 shares of State Street Utilities Select Sector SPDR ETF worth $354K as of Q2 2026.
Strategic Wealth Partners sold 880 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $39.9K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #233 holding.
Strategic Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
Strategic Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.26M in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.