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

StrongBox 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	$24K	Buy	+530	New	+$24K	0.01%	214

Other funds holding XLU

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

StrongBox Wealth's XLU Position: Q2 2026 in Review

StrongBox Wealth opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 530 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

StrongBox Wealth held 530 shares of State Street Utilities Select Sector SPDR ETF worth $24K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new StrongBox Wealth position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #214 holding.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.