Vise Technologies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vise Technologies’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	$2.77M	Buy	61,010 +17,607	+41%	+$797K	0.03%	440
2026 Q1	$1.85M	Hold	43,403	–	–	0.04%	392
2025 Q4	$1.85M	Buy	+43,403	New	+$1.92M	0.04%	393

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 22.9% 1-Year Est. Return

Vise Technologies's XLU Position: Q2 2026 in Review

Vise Technologies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q2 2026, buying an estimated $797K and bringing the position to 61,010 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #440.

Vise Technologies first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Vise Technologies held 61,010 shares of State Street Utilities Select Sector SPDR ETF worth $2.77M as of Q2 2026.
Vise Technologies bought 17,607 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $797K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #440 holding.
Vise Technologies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.