Triad Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Triad Wealth Partners's XLU Position: Q1 2026 in Review
Triad Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q1 2026, buying an estimated $88.9K and bringing the position to 9,505 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #306.
Triad Wealth Partners first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Triad Wealth Partners held 9,505 shares of State Street Utilities Select Sector SPDR ETF worth $436K as of Q1 2026.
- Triad Wealth Partners bought 1,982 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $88.9K.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #306 holding.
- Triad Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.