TFO Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
TFO Wealth Partners's XLU Position: Q2 2026 in Review
TFO Wealth Partners opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 13,616 shares worth $617K. The stake represents 0.07% of the portfolio and ranks #49 among its holdings. This is a return to the name: TFO Wealth Partners previously reported a position in XLU as recently as Q1 2021.
TFO Wealth Partners first reported a position in XLU in Q1 2021 and has held it in 2 quarters since. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- TFO Wealth Partners held 13,616 shares of State Street Utilities Select Sector SPDR ETF worth $617K as of Q2 2026.
- State Street Utilities Select Sector SPDR ETF was a new TFO Wealth Partners position in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.07% of TFO Wealth Partners's portfolio in Q2 2026, its #49 holding.
- TFO Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
- 1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.