ticino wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

ticino wealth’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	$1.45M	Buy	31,954 +3,812	+14%	+$173K	0.46%	61
2026 Q1	$1.44M	Sell	28,142 -1,120	-4%	-$50.2K	0.5%	56
2025 Q4	$1.25M	Buy	+29,262	New	+$1.3M	0.46%	64

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ticino wealth's XLU Position: Q2 2026 in Review

ticino wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, buying an estimated $173K and bringing the position to 31,954 shares worth $1.45M. The position accounts for 0.46% of the portfolio, ranked #61.

ticino wealth first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

ticino wealth held 31,954 shares of State Street Utilities Select Sector SPDR ETF worth $1.45M as of Q2 2026.
ticino wealth bought 3,812 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $173K.
State Street Utilities Select Sector SPDR ETF made up 0.46% of ticino wealth's portfolio in Q2 2026, its #61 holding.
ticino wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on ticino wealth's 13F filing for Q2 2026, filed 20 Jul 2026.