Twin Peaks Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-284
Closed -$13K 2259
2026
Q1
$13K Buy
+284
New +$12.7K ﹤0.01% 921
2025
Q3
Sell
-486
Closed -$21K 2186
2025
Q2
$21K Buy
+486
New +$19.4K 0.01% 587

Other funds holding XLU

Twin Peaks Wealth Advisors's XLU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 284 shares — an estimated $13K sold.

Twin Peaks Wealth Advisors first reported a position in XLU in Q2 2025 and held it in 2 quarters. The position peaked at $21K in Q2 2025. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 284 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $13K.
  • Twin Peaks Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $21K in Q2 2025.
  • 1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.