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Walsh & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Walsh & Associates’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 		$11.4K Hold
252
– – 0.01% 188
2026
Q1 		$11.6K Hold
252
– – 0.01% 173
2025
Q4 		$10.8K Buy
+252
New +$11.2K 0.01% 181

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Walsh & Associates's XLU Position: Q2 2026 in Review

Walsh & Associates held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 252 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #188.

Walsh & Associates first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.6K in Q1 2026. 1,571 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Walsh & Associates held 252 shares of State Street Utilities Select Sector SPDR ETF worth $11.4K as of Q2 2026.
  • Walsh & Associates left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Walsh & Associates's portfolio in Q2 2026, its #188 holding.
  • Walsh & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $11.6K in Q1 2026.
  • 1,571 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.