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XLU icon

TrueWealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

TrueWealth Advisors’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 		$631K Buy
13,918
+226
+2% +$10.2K 0.14% 130
2026
Q1 		$628K Sell
13,692
-378
-3% -$17K 0.16% 120
2025
Q4 		$601K Sell
14,070
-474
-3% -$21K 0.16% 117
2025
Q3 		$634K Buy
14,544
+546
+4% +$23.1K 0.17% 116
2025
Q2 		$572K Buy
13,998
+3,266
+30% +$130K 0.17% 111
2025
Q1 		$423K Sell
10,732
-1,158
-10% -$45.2K 0.14% 126
2024
Q4 		$450K Sell
11,890
-5,526
-32% -$219K 0.15% 127
2024
Q3 		$703K Sell
17,416
-2,144
-11% -$79.5K 0.24% 82
2024
Q2 		$666K Buy
19,560
+1,598
+9% +$54.9K 0.25% 78
2024
Q1 		$590K Buy
17,962
+708
+4% +$22.1K 0.23% 80
2023
Q4 		$546K Buy
17,254
+2,380
+16% +$72.8K 0.21% 82
2023
Q3 		$438K Buy
14,874
+754
+5% +$24.3K 0.18% 93
2023
Q2 		$462K Sell
14,120
-532
-4% -$17.9K 0.19% 88
2023
Q1 		$496K Buy
14,652
+754
+5% +$25.6K 0.21% 83
2022
Q4 		$490K Buy
13,898
+6,052
+77% +$206K 0.21% 82
2022
Q3 		$257K Buy
+7,846
New +$287K 0.12% 131

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

TrueWealth Advisors's XLU Position: Q2 2026 in Review

TrueWealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 13,918 shares worth $631K. The position accounts for 0.14% of the portfolio, ranked #130.

TrueWealth Advisors first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. The position peaked at $703K in Q3 2024. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • TrueWealth Advisors held 13,918 shares of State Street Utilities Select Sector SPDR ETF worth $631K as of Q2 2026.
  • TrueWealth Advisors bought 226 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.14% of TrueWealth Advisors's portfolio in Q2 2026, its #130 holding.
  • TrueWealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
  • TrueWealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $703K in Q3 2024.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.