VestGen Advisors’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
$405K Sell
8,941
-12
-0.1% -$544 0.01% 739
2026
Q1
$405K Buy
8,953
+1,024
+13% +$45.9K 0.01% 733
2025
Q4
$338K Buy
+7,929
New +$351K 0.01% 570

Other funds holding XLU

VestGen Advisors's XLU Position: Q2 2026 in Review

VestGen Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.13% in Q2 2026, selling an estimated $544 and leaving 8,941 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #739.

VestGen Advisors first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • VestGen Advisors held 8,941 shares of State Street Utilities Select Sector SPDR ETF worth $405K as of Q2 2026.
  • VestGen Advisors sold 12 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $544.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #739 holding.
  • VestGen Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.