Valley Wealth Managers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Valley Wealth Managers's XLU Position: Q1 2026 in Review
Valley Wealth Managers held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 452 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #249.
Valley Wealth Managers first reported a position in XLU in Q3 2016 and has held it in 19 quarters since. The position peaked at $107K in Q2 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Valley Wealth Managers held 452 shares of State Street Utilities Select Sector SPDR ETF worth $20.7K as of Q1 2026.
- Valley Wealth Managers left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #249 holding.
- Valley Wealth Managers first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 19 quarters since.
- Valley Wealth Managers's State Street Utilities Select Sector SPDR ETF position peaked at $107K in Q2 2022.
- 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.