Talisman Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Talisman Wealth Advisors's XLU Position: Q1 2026 in Review
Talisman Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q1 2026, selling an estimated $137K and leaving 11,086 shares worth $509K. The position accounts for 0.41% of the portfolio, ranked #54.
Talisman Wealth Advisors first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $605K in Q4 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Talisman Wealth Advisors held 11,086 shares of State Street Utilities Select Sector SPDR ETF worth $509K as of Q1 2026.
- Talisman Wealth Advisors sold 3,061 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $137K.
- State Street Utilities Select Sector SPDR ETF made up 0.41% of Talisman Wealth Advisors's portfolio in Q1 2026, its #54 holding.
- Talisman Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
- Talisman Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $605K in Q4 2025.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.