Venture Visionary Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Venture Visionary Partners’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.84M	Buy	46,584 +2,921	+7%	+$127K	0.05%	258
2026 Q2	$1.98M	Buy	43,663 +2,277	+6%	+$103K	0.06%	247
2026 Q1	$1.9M	Hold	41,386	–	–	0.06%	233
2025 Q4	$1.77M	Buy	41,386 +952	+2%	+$42.2K	0.06%	241
2025 Q3	$1.76M	Sell	40,434 -1,500	-4%	-$63.5K	0.06%	228
2025 Q2	$1.71M	Sell	41,934 -70	-0.2%	-$2.79K	0.06%	223
2025 Q1	$1.66M	Sell	42,004 -2	-0%	-$78	0.07%	217
2024 Q4	$1.59M	Buy	42,006 +312	+0.7%	+$12.4K	0.07%	221
2024 Q3	$1.68M	Buy	41,694 +12,576	+43%	+$467K	0.07%	215
2024 Q2	$992K	Sell	29,118 -8,886	-23%	-$305K	0.05%	275
2024 Q1	$1.25M	Buy	38,004 +3,686	+11%	+$115K	0.06%	248
2023 Q4	$1.09M	Buy	34,318 +21,714	+172%	+$664K	0.06%	245
2023 Q3	$371K	Sell	12,604 -6,692	-35%	-$216K	0.02%	383
2023 Q2	$631K	Sell	19,296 -34,966	-64%	-$1.18M	0.04%	305
2023 Q1	$1.84M	Buy	54,262 +8,034	+17%	+$272K	0.12%	165
2022 Q4	$1.63M	Buy	+46,228	New	+$1.57M	0.12%	155
2022 Q3	–	Sell	-24	Closed	-$841	–	1571
2022 Q2	$841	Buy	+24	New	+$869	﹤0.01%	1614

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Venture Visionary Partners's XLU Position: Q3 2026 in Review

Venture Visionary Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.7% in Q3 2026, buying an estimated $127K and bringing the position to 46,584 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #258.

Venture Visionary Partners first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.98M in Q2 2026. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Venture Visionary Partners held 46,584 shares of State Street Utilities Select Sector SPDR ETF worth $1.84M as of Q3 2026.
Venture Visionary Partners bought 2,921 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $127K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Venture Visionary Partners's portfolio in Q3 2026, its #258 holding.
Venture Visionary Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Venture Visionary Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.98M in Q2 2026.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.