Vision Financial Markets’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
$15.5K Buy
347
+1
+0.3% +$45 0.01% 213
2026
Q1
$15.9K Buy
346
+220
+175% +$9.87K 0.02% 198
2025
Q4
$5.34K Hold
126
0.01% 272
2025
Q3
$5.42K Buy
126
+2
+2% +$85 ﹤0.01% 296
2025
Q2
$5.04K Hold
124
﹤0.01% 281
2025
Q1
$4.83K Buy
124
+2
+2% +$78 0.01% 263
2024
Q4
$4.61K Buy
+122
New +$4.84K ﹤0.01% 210

Other funds holding XLU

Vision Financial Markets's XLU Position: Q2 2026 in Review

Vision Financial Markets increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.29% in Q2 2026, buying an estimated $45 and bringing the position to 347 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #213.

Vision Financial Markets first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.9K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Vision Financial Markets held 347 shares of State Street Utilities Select Sector SPDR ETF worth $15.5K as of Q2 2026.
  • Vision Financial Markets bought 1 State Street Utilities Select Sector SPDR ETF share in Q2 2026, an estimated $45.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #213 holding.
  • Vision Financial Markets first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's State Street Utilities Select Sector SPDR ETF position peaked at $15.9K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.