Vision Retirement’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
$49.1K Buy
1,084
+146
+16% +$6.61K 0.01% 224
2026
Q1
$43K Sell
938
-208
-18% -$9.33K 0.01% 234
2025
Q4
$48.9K Buy
+1,146
New +$50.8K 0.01% 233

Other funds holding XLU

Vision Retirement's XLU Position: Q2 2026 in Review

Vision Retirement increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, buying an estimated $6.61K and bringing the position to 1,084 shares worth $49.1K. The position accounts for 0.01% of the portfolio, ranked #224.

Vision Retirement first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,515 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Vision Retirement held 1,084 shares of State Street Utilities Select Sector SPDR ETF worth $49.1K as of Q2 2026.
  • Vision Retirement bought 146 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.61K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #224 holding.
  • Vision Retirement first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,515 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.