Vigilare Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vigilare Wealth Management’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	$638K	Sell	14,077 -2,623	-16%	-$119K	0.2%	61
2026 Q1	$766K	Hold	16,700	–	–	0.26%	48
2025 Q4	$713K	Sell	16,700 -884	-5%	-$39.1K	0.24%	57
2025 Q3	$767K	Buy	17,584 +2,272	+15%	+$96.1K	0.27%	55
2025 Q2	$625K	Sell	15,312 -1,784	-10%	-$71.1K	0.23%	58
2025 Q1	$674K	Buy	17,096 +2,686	+19%	+$105K	0.27%	39
2024 Q4	$545K	Sell	14,410 -1,618	-10%	-$64.2K	0.22%	43
2024 Q3	$647K	Sell	16,028 -3,754	-19%	-$139K	0.26%	45
2024 Q2	$674K	Buy	+19,782	New	+$679K	0.3%	42

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

Vigilare Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, selling an estimated $119K and leaving 14,077 shares worth $638K. The position accounts for 0.2% of the portfolio, ranked #61.

Vigilare Wealth Management first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $767K in Q3 2025. 315 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Vigilare Wealth Management held 14,077 shares of State Street Utilities Select Sector SPDR ETF worth $638K as of Q2 2026.
Vigilare Wealth Management sold 2,623 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $119K.
State Street Utilities Select Sector SPDR ETF made up 0.2% of Vigilare Wealth Management's portfolio in Q2 2026, its #61 holding.
Vigilare Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Vigilare Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $767K in Q3 2025.
315 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.