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

Taylor & Morgan 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	$533K	Buy	11,759 +73	+0.6%	+$3.31K	0.26%	51
2026 Q1	$536K	Buy	11,686 +479	+4%	+$21.5K	0.31%	48
2025 Q4	$478K	Buy	11,207 +81	+0.7%	+$3.59K	0.27%	55
2025 Q3	$485K	Buy	11,126 +74	+0.7%	+$3.13K	0.3%	44
2025 Q2	$451K	Buy	11,052 +76	+0.7%	+$3.03K	0.3%	42
2025 Q1	$433K	Buy	10,976 +78	+0.7%	+$3.05K	0.33%	42
2024 Q4	$412K	Buy	10,898 +88	+0.8%	+$3.49K	0.29%	46
2024 Q3	$437K	Buy	10,810 +74	+0.7%	+$2.75K	0.29%	46
2024 Q2	$366K	Buy	10,736 +2,686	+33%	+$92.3K	0.26%	47
2024 Q1	$264K	Buy	8,050 +64	+0.8%	+$2K	0.19%	53
2023 Q4	$253K	Buy	7,986 +76	+1%	+$2.32K	0.2%	50
2023 Q3	$233K	Buy	7,910 +64	+0.8%	+$2.06K	0.21%	50
2023 Q2	$257K	Buy	7,846 +64	+0.8%	+$2.15K	0.21%	52
2023 Q1	$263K	Buy	7,782 +58	+0.8%	+$1.97K	0.23%	53
2022 Q4	$272K	Sell	7,724 -11,046	-59%	-$376K	0.26%	52
2022 Q3	$615K	Buy	18,770 +8,230	+78%	+$302K	0.61%	34
2022 Q2	$370K	Buy	10,540 +78	+0.7%	+$2.82K	0.35%	51
2022 Q1	$389K	Buy	10,462 +68	+0.7%	+$2.36K	0.32%	48
2021 Q4	$372K	Buy	+10,394	New	+$351K	0.3%	48

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

CTI

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

Taylor & Morgan Wealth Management's XLU Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.62% in Q2 2026, buying an estimated $3.31K and bringing the position to 11,759 shares worth $533K. The position accounts for 0.26% of the portfolio, ranked #51.

Taylor & Morgan Wealth Management first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $615K in Q3 2022. 728 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Taylor & Morgan Wealth Management held 11,759 shares of State Street Utilities Select Sector SPDR ETF worth $533K as of Q2 2026.
Taylor & Morgan Wealth Management bought 73 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.31K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #51 holding.
Taylor & Morgan Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Taylor & Morgan Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $615K in Q3 2022.
728 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.