Turn8 Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Turn8 Private Wealth’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	$958K	Sell	21,136 -11,933	-36%	-$540K	0.64%	39
2026 Q1	$1.52M	Buy	33,069 +10,298	+45%	+$462K	0.95%	34
2025 Q4	$972K	Sell	22,771 -263	-1%	-$11.6K	0.7%	36
2025 Q3	$1M	Sell	23,034 -370	-2%	-$15.7K	0.72%	36
2025 Q2	$956K	Buy	23,404 +5,056	+28%	+$201K	0.69%	38
2025 Q1	$723K	Buy	+18,348	New	+$717K	0.57%	40

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Turn8 Private Wealth's XLU Position: Q2 2026 in Review

Turn8 Private Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 36% in Q2 2026, selling an estimated $540K and leaving 21,136 shares worth $958K. The position accounts for 0.64% of the portfolio, ranked #39.

Turn8 Private Wealth first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.52M in Q1 2026. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Turn8 Private Wealth held 21,136 shares of State Street Utilities Select Sector SPDR ETF worth $958K as of Q2 2026.
Turn8 Private Wealth sold 11,933 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $540K.
State Street Utilities Select Sector SPDR ETF made up 0.64% of Turn8 Private Wealth's portfolio in Q2 2026, its #39 holding.
Turn8 Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
Turn8 Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $1.52M in Q1 2026.
1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.