TIAA Wealth Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

TIAA Wealth Investment 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	$5.64K	Sell	123 -223	-64%	-$10.1K	﹤0.01%	585
2026 Q1	$15.9K	Buy	+346	New	+$15.5K	﹤0.01%	487

Other funds holding XLU

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA Wealth Investment Management's XLU Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 64% in Q2 2026, selling an estimated $10.1K and leaving 123 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

TIAA Wealth Investment Management first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.9K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

TIAA Wealth Investment Management held 123 shares of State Street Utilities Select Sector SPDR ETF worth $5.64K as of Q2 2026.
TIAA Wealth Investment Management sold 223 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #585 holding.
TIAA Wealth Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
TIAA Wealth Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $15.9K in Q1 2026.
1,515 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.