TD Private Client Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.22M Buy
48,976
+3,522
+8% +$160K 0.04% 250
2026
Q1
$2.09M Sell
45,454
-5,832
-11% -$262K 0.04% 244
2025
Q4
$2.19M Sell
51,286
-5,622
-10% -$249K 0.05% 238
2025
Q3
$2.48M Buy
56,908
+4,528
+9% +$192K 0.06% 215
2025
Q2
$2.14M Buy
52,380
+50,108
+2,205% +$2M 0.05% 228
2025
Q1
$89.6K Sell
2,272
-94
-4% -$3.67K ﹤0.01% 717
2024
Q4
$89.5K Sell
2,366
-128
-5% -$5.08K ﹤0.01% 731
2024
Q3
$101K Sell
2,494
-30
-1% -$1.11K ﹤0.01% 713
2024
Q2
$86K Buy
2,524
+312
+14% +$10.7K ﹤0.01% 711
2024
Q1
$72.6K Buy
2,212
+140
+7% +$4.37K ﹤0.01% 748
2023
Q4
$65.6K Buy
2,072
+16
+0.8% +$489 ﹤0.01% 774
2023
Q3
$60.6K Sell
2,056
-1,012
-33% -$32.6K ﹤0.01% 739
2023
Q2
$100K Sell
3,068
-4,202
-58% -$141K ﹤0.01% 661
2023
Q1
$246K Buy
7,270
+54
+0.7% +$1.83K 0.01% 518
2022
Q4
$254K Sell
7,216
-13,180
-65% -$448K 0.01% 515
2022
Q3
$668K Sell
20,396
-3,130
-13% -$115K 0.03% 366
2022
Q2
$825K Sell
23,526
-14,292
-38% -$517K 0.04% 345
2022
Q1
$1.41M Buy
37,818
+7,996
+27% +$277K 0.06% 285
2021
Q4
$1.07M Sell
29,822
-66
-0.2% -$2.23K 0.04% 331
2021
Q3
$955K Buy
29,888
+17,402
+139% +$582K 0.04% 332
2021
Q2
$395K Buy
12,486
+2,134
+21% +$69.9K 0.02% 438
2021
Q1
$331K Buy
10,352
+8,476
+452% +$263K 0.02% 439
2020
Q4
$58.8K Buy
+1,876
New +$59.4K ﹤0.01% 637

Other funds holding XLU

TD Private Client Wealth's XLU Position: Q2 2026 in Review

TD Private Client Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.7% in Q2 2026, buying an estimated $160K and bringing the position to 48,976 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #250.

TD Private Client Wealth first reported a position in XLU in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q3 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • TD Private Client Wealth held 48,976 shares of State Street Utilities Select Sector SPDR ETF worth $2.22M as of Q2 2026.
  • TD Private Client Wealth bought 3,522 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #250 holding.
  • TD Private Client Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • TD Private Client Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $2.48M in Q3 2025.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.