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: Q3 2026 in Review
Valley Wealth Managers increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 54% in Q3 2026, buying an estimated $10.6K and bringing the position to 696 shares worth $27.4K. 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 21 quarters since. The position peaked at $107K in Q2 2022. 462 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Valley Wealth Managers held 696 shares of State Street Utilities Select Sector SPDR ETF worth $27.4K as of Q3 2026.
- Valley Wealth Managers bought 244 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $10.6K.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 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 21 quarters since.
- Valley Wealth Managers's State Street Utilities Select Sector SPDR ETF position peaked at $107K in Q2 2022.
- 462 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.