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: Q2 2026 in Review
Triad Wealth Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.5% in Q2 2026, selling an estimated $28.2K and leaving 8,883 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #382.
Triad Wealth Partners first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $436K in Q1 2026. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Triad Wealth Partners held 8,883 shares of State Street Utilities Select Sector SPDR ETF worth $394K as of Q2 2026.
- Triad Wealth Partners sold 622 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $28.2K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #382 holding.
- Triad Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
- Triad Wealth Partners's State Street Utilities Select Sector SPDR ETF position peaked at $436K in Q1 2026.
- 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.