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

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

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. 1,577 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.
1,577 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.