Trivium Point Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Trivium Point Advisory's XLU Position: Q2 2026 in Review
Trivium Point Advisory opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 49,897 shares worth $2.26M. The stake represents 0.21% of the portfolio and ranks #117 among its holdings. This is a return to the name: Trivium Point Advisory previously reported a position in XLU as recently as Q4 2025.
Trivium Point Advisory first reported a position in XLU in Q2 2020 and has held it in 8 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Trivium Point Advisory held 49,897 shares of State Street Utilities Select Sector SPDR ETF worth $2.26M as of Q2 2026.
- State Street Utilities Select Sector SPDR ETF was a new Trivium Point Advisory position in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up 0.21% of Trivium Point Advisory's portfolio in Q2 2026, its #117 holding.
- Trivium Point Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 8 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.