VSM Wealth Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
VSM Wealth Advisory's XLU Position: Q2 2026 in Review
VSM Wealth Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9% in Q2 2026, buying an estimated $28.5K and bringing the position to 7,608 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #91.
VSM Wealth Advisory first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- VSM Wealth Advisory held 7,608 shares of State Street Utilities Select Sector SPDR ETF worth $345K as of Q2 2026.
- VSM Wealth Advisory bought 629 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $28.5K.
- State Street Utilities Select Sector SPDR ETF made up 0.09% of VSM Wealth Advisory's portfolio in Q2 2026, its #91 holding.
- VSM Wealth Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.