Tortuga Wealth Management’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
$346K Buy
7,631
+2,965
+64% +$134K 0.26% 95
2026
Q1
$214K Buy
+4,666
New +$209K 0.2% 106

Other funds holding XLU

Tortuga Wealth Management's XLU Position: Q2 2026 in Review

Tortuga Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 64% in Q2 2026, buying an estimated $134K and bringing the position to 7,631 shares worth $346K. The position accounts for 0.26% of the portfolio, ranked #95.

Tortuga Wealth Management first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Tortuga Wealth Management held 7,631 shares of State Street Utilities Select Sector SPDR ETF worth $346K as of Q2 2026.
  • Tortuga Wealth Management bought 2,965 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $134K.
  • State Street Utilities Select Sector SPDR ETF made up 0.26% of Tortuga Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Tortuga Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.