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

Tradition Wealth 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
Q1 		$914K Sell
19,907
-281
-1% -$12.6K 0.07% 205
2025
Q4 		$862K Buy
20,188
+762
+4% +$33.7K 0.06% 210
2025
Q3 		$847K Buy
19,426
+12
+0.1% +$508 0.06% 210
2025
Q2 		$793K Sell
19,414
-34
-0.2% -$1.35K 0.06% 207
2025
Q1 		$767K Buy
19,448
+10
+0.1% +$391 0.07% 196
2024
Q4 		$736K Buy
19,438
+1,270
+7% +$50.4K 0.06% 198
2024
Q3 		$734K Buy
18,168
+10
+0.1% +$371 0.07% 194
2024
Q2 		$619K Buy
18,158
+306
+2% +$10.5K 0.06% 199
2024
Q1 		$586K Sell
17,852
-1,134
-6% -$35.4K 0.06% 201
2023
Q4 		$601K Buy
18,986
+8,046
+74% +$246K 0.06% 161
2023
Q3 		$322K Sell
10,940
-138
-1% -$4.45K 0.04% 240
2023
Q2 		$362K Sell
11,078
-990
-8% -$33.3K 0.04% 222
2023
Q1 		$408K Buy
12,068
+1,198
+11% +$40.6K 0.05% 205
2022
Q4 		$383K Buy
10,870
+8,624
+384% +$293K 0.05% 199
2022
Q3 		$74K Buy
2,246
+8
+0.4% +$293 0.01% 423
2022
Q2 		$78K Buy
2,238
+10
+0.4% +$362 0.01% 390
2022
Q1 		$83K Buy
2,228
+8
+0.4% +$277 0.01% 422
2021
Q4 		$79K Buy
2,220
+610
+38% +$20.6K 0.01% 448
2021
Q3 		$51K Buy
1,610
+408
+34% +$13.6K 0.01% 503
2021
Q2 		$38K Buy
1,202
+10
+0.8% +$327 0.01% 609
2021
Q1 		$38K Buy
1,192
+8
+0.7% +$248 0.01% 498
2020
Q4 		$37K Buy
+1,184
New +$37.5K 0.01% 470

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Tradition Wealth Management's XLU Position: Q1 2026 in Review

Tradition Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q1 2026, selling an estimated $12.6K and leaving 19,907 shares worth $914K. The position accounts for 0.07% of the portfolio, ranked #205.

Tradition Wealth Management first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Tradition Wealth Management held 19,907 shares of State Street Utilities Select Sector SPDR ETF worth $914K as of Q1 2026.
  • Tradition Wealth Management sold 281 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $12.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Tradition Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Tradition Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.