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
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: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 284 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in XLU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in XLU in Q2 2025 and has held it in 2 quarters since. The position peaked at $21K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 284 shares of State Street Utilities Select Sector SPDR ETF worth $13K as of Q1 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #921 holding.
  • Twin Peaks Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $21K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.