VCI Wealth Management’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
$247K Buy
5,456
+236
+5% +$10.7K 0.06% 90
2026
Q1
$240K Sell
5,220
-2,476
-32% -$111K 0.07% 118
2025
Q4
$329K Sell
7,696
-4,614
-37% -$204K 0.09% 99
2025
Q3
$537K Sell
12,310
-1,352
-10% -$57.2K 0.16% 106
2025
Q2
$558K Buy
13,662
+1,226
+10% +$48.8K 0.2% 95
2025
Q1
$490K Buy
+12,436
New +$486K 0.21% 95

Other funds holding XLU

VCI Wealth Management's XLU Position: Q2 2026 in Review

VCI Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,456 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #90.

VCI Wealth Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $558K in Q2 2025. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • VCI Wealth Management held 5,456 shares of State Street Utilities Select Sector SPDR ETF worth $247K as of Q2 2026.
  • VCI Wealth Management bought 236 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of VCI Wealth Management's portfolio in Q2 2026, its #90 holding.
  • VCI Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • VCI Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $558K in Q2 2025.
  • 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.