Vilga Financial Planning’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
$383K Buy
8,450
+157
+2% +$7.11K 0.29% 55
2026
Q1
$381K Buy
8,293
+84
+1% +$3.77K 0.34% 49
2025
Q4
$350K Buy
+8,209
New +$364K 0.34% 51

Other funds holding XLU

Vilga Financial Planning's XLU Position: Q2 2026 in Review

Vilga Financial Planning increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.9% in Q2 2026, buying an estimated $7.11K and bringing the position to 8,450 shares worth $383K. The position accounts for 0.29% of the portfolio, ranked #55.

Vilga Financial Planning first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Vilga Financial Planning held 8,450 shares of State Street Utilities Select Sector SPDR ETF worth $383K as of Q2 2026.
  • Vilga Financial Planning bought 157 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $7.11K.
  • State Street Utilities Select Sector SPDR ETF made up 0.29% of Vilga Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Vilga Financial Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.