Wagner Wealth Management (South Carolina)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wagner Wealth Management (South Carolina)’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	$9.16K	Buy	+202	New	+$9.15K	﹤0.01%	231
2023 Q4	–	Sell	-150	Closed	-$4.42K	–	238
2023 Q3	$4.42K	Hold	150	–	–	﹤0.01%	186
2023 Q2	$4.91K	Buy	+150	New	+$5.05K	﹤0.01%	189
2018 Q3	$85K	Hold	3,242	–	–	0.06%	208
2018 Q2	$84K	Buy	+3,242	New	+$81.5K	0.06%	191
2018 Q1	–	Sell	-264	Closed	-$7K	–	689
2017 Q4	$7K	Buy	+264	New	+$7.24K	0.01%	475

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XLU Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 202 shares worth $9.16K. The stake represents ﹤0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in XLU as recently as Q3 2023.

Wagner Wealth Management (South Carolina) first reported a position in XLU in Q4 2017 and has held it in 6 quarters since. The position peaked at $85K in Q3 2018. 751 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wagner Wealth Management (South Carolina) held 202 shares of State Street Utilities Select Sector SPDR ETF worth $9.16K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #231 holding.
Wagner Wealth Management (South Carolina) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
Wagner Wealth Management (South Carolina)'s State Street Utilities Select Sector SPDR ETF position peaked at $85K in Q3 2018.
751 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.