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

Triangle Securities 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 Q2	$1.08M	Sell	23,766 -32	-0.1%	-$1.45K	0.21%	106
2026 Q1	$1.09M	Buy	23,798 +3	+0%	+$135	0.25%	98
2025 Q4	$1.02M	Buy	23,795 +1	+0%	+$44	0.21%	106
2025 Q3	$1.04M	Buy	23,794 +3,374	+17%	+$143K	0.23%	106
2025 Q2	$834K	Sell	20,420 -3,944	-16%	-$157K	0.21%	113
2025 Q1	$961K	Sell	24,364 -488	-2%	-$19.1K	0.25%	108
2024 Q4	$941K	Sell	24,852 -150	-0.6%	-$5.95K	0.24%	103
2024 Q3	$1.01M	Sell	25,002 -2,356	-9%	-$87.4K	0.26%	104
2024 Q2	$932K	Sell	27,358 -696	-2%	-$23.9K	0.26%	105
2024 Q1	$921K	Sell	28,054 -7,240	-21%	-$226K	0.26%	106
2023 Q4	$1.12M	Buy	35,294 +10,990	+45%	+$336K	0.35%	86
2023 Q3	$716K	Hold	24,304	–	–	0.25%	107
2023 Q2	$795K	Sell	24,304 -120	-0.5%	-$4.04K	0.27%	105
2023 Q1	$827K	Sell	24,424 -100	-0.4%	-$3.39K	0.3%	102
2022 Q4	$864K	Sell	24,524 -750	-3%	-$25.5K	0.32%	94
2022 Q3	$828K	Sell	25,274 -350	-1%	-$12.8K	0.34%	86
2022 Q2	$899K	Sell	25,624 -140	-0.5%	-$5.07K	0.35%	86
2022 Q1	$959K	Hold	25,764	–	–	0.32%	91
2021 Q4	$922K	Hold	25,764	–	–	0.29%	99
2021 Q3	$823K	Hold	25,764	–	–	0.28%	101
2021 Q2	$815K	Hold	25,764	–	–	0.28%	104
2021 Q1	$825K	Hold	25,764	–	–	0.3%	102
2020 Q4	$808K	Hold	25,764	–	–	0.32%	98
2020 Q3	$765K	Sell	25,764 -350	-1%	-$10.4K	0.35%	89
2020 Q2	$737K	Hold	26,114	–	–	0.35%	86
2020 Q1	$723K	Sell	26,114 -560	-2%	-$17.9K	0.42%	74
2019 Q4	$862K	Sell	26,674 -282	-1%	-$8.96K	0.37%	74
2019 Q3	$873K	Sell	26,956 -800	-3%	-$24.7K	0.43%	73
2019 Q2	$843K	Sell	27,756 -5,770	-17%	-$169K	0.43%	72
2019 Q1	$975K	Sell	33,526 -970	-3%	-$27K	0.51%	66
2018 Q4	$913K	Sell	34,496 -1,150	-3%	-$31.3K	0.54%	63
2018 Q3	$938K	Sell	35,646 -790	-2%	-$21K	0.5%	62
2018 Q2	$947K	Sell	36,436 -700	-2%	-$17.6K	0.53%	58
2018 Q1	$938K	Sell	37,136 -520	-1%	-$13K	0.54%	60
2017 Q4	$992K	Sell	37,656 -720	-2%	-$19.7K	0.57%	58
2017 Q3	$1.02M	Sell	38,376 -1,060	-3%	-$28.5K	0.61%	56
2017 Q2	$1.02M	Sell	39,436 -2,280	-5%	-$59.9K	0.68%	48
2017 Q1	$1.07M	Sell	41,716 -820	-2%	-$20.5K	0.68%	49
2016 Q4	$1.03M	Sell	42,536 -1,300	-3%	-$31K	0.69%	49
2016 Q3	$1.07M	Sell	43,836 -2,460	-5%	-$62.5K	0.74%	47
2016 Q2	$1.22M	Sell	46,296 -4,940	-10%	-$122K	0.91%	40
2016 Q1	$1.27M	Sell	51,236 -43,582	-46%	-$1.01M	0.83%	40
2015 Q4	$1.9M	Buy	94,818 +46,782	+97%	+$1.01M	1.27%	25
2015 Q3	$1.04M	Sell	48,036 -1,470	-3%	-$31.7K	0.79%	43
2015 Q2	$1.03M	Sell	49,506 -2,020	-4%	-$44.2K	0.73%	46
2015 Q1	$1.15M	Sell	51,526 -3,850	-7%	-$88.9K	0.79%	46
2014 Q4	$1.31M	Sell	55,376 -2,630	-5%	-$59.5K	0.93%	41
2014 Q3	$1.22M	Sell	58,006 -1,480	-2%	-$31.4K	0.94%	39
2014 Q2	$1.32M	Sell	59,486 -13,444	-18%	-$286K	1.01%	33
2014 Q1	$1.43M	Buy	72,930 +12,664	+21%	+$250K	1.28%	23
2013 Q4	$1.14M	Sell	60,266 -3,960	-6%	-$75.8K	0.93%	37
2013 Q3	$1.2M	Sell	64,226 -3,114	-5%	-$59.3K	1.05%	33
2013 Q2	$1.27M	Buy	+67,340	New	+$1.32M	0.94%	32

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Triangle Securities Wealth Management's XLU Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.13% in Q2 2026, selling an estimated $1.45K and leaving 23,766 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #106.

Triangle Securities Wealth Management first reported a position in XLU in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q4 2015. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Triangle Securities Wealth Management held 23,766 shares of State Street Utilities Select Sector SPDR ETF worth $1.08M as of Q2 2026.
Triangle Securities Wealth Management sold 32 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.45K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #106 holding.
Triangle Securities Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.9M in Q4 2015.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.