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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Venture Visionary Partners's XLU Position: Q2 2026 in Review

Venture Visionary Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q2 2026, buying an estimated $103K and bringing the position to 43,663 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #247.

Venture Visionary Partners first reported a position in XLU in Q2 2022 and has held it in 16 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Venture Visionary Partners held 43,663 shares of State Street Utilities Select Sector SPDR ETF worth $1.98M as of Q2 2026.
Venture Visionary Partners bought 2,277 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $103K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #247 holding.
Venture Visionary Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.