Visionary Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Visionary Wealth Advisors's XLU Position: Q2 2026 in Review
Visionary Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 54% in Q2 2026, buying an estimated $553K and bringing the position to 34,825 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #231.
Visionary Wealth Advisors first reported a position in XLU in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.69M in Q3 2022. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Visionary Wealth Advisors held 34,825 shares of State Street Utilities Select Sector SPDR ETF worth $1.58M as of Q2 2026.
- Visionary Wealth Advisors bought 12,209 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $553K.
- State Street Utilities Select Sector SPDR ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #231 holding.
- Visionary Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
- Visionary Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.69M in Q3 2022.
- 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.