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
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: Q1 2026 in Review

VCI Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 32% in Q1 2026, selling an estimated $111K and leaving 5,220 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #118.

VCI Wealth Management first reported a position in XLU in Q1 2025 and has held it in 5 quarters since. The position peaked at $558K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • VCI Wealth Management held 5,220 shares of State Street Utilities Select Sector SPDR ETF worth $240K as of Q1 2026.
  • VCI Wealth Management sold 2,476 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $111K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of VCI Wealth Management's portfolio in Q1 2026, its #118 holding.
  • VCI Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • VCI Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $558K 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 VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.