WBH Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WBH Advisory’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 Q1	$3.04M	Buy	65,947 +293	+0.4%	+$13.1K	0.23%	88
2025 Q4	$2.8M	Sell	65,654 -1,296	-2%	-$57.4K	0.21%	88
2025 Q3	$2.92M	Sell	66,950 -2,200	-3%	-$93.1K	0.22%	82
2025 Q2	$2.82M	Sell	69,150 -4,324	-6%	-$172K	0.24%	77
2025 Q1	$2.9M	Sell	73,474 -2,418	-3%	-$94.5K	0.27%	72
2024 Q4	$2.87M	Sell	75,892 -510	-0.7%	-$20.2K	0.27%	72
2024 Q3	$3.09M	Buy	76,402 +1,092	+1%	+$40.5K	0.29%	68
2024 Q2	$2.57M	Sell	75,310 -306	-0.4%	-$10.5K	0.26%	71
2024 Q1	$2.48M	Sell	75,616 -1,272	-2%	-$39.7K	0.26%	74
2023 Q4	$2.43M	Buy	76,888 +6,646	+9%	+$203K	0.27%	71
2023 Q3	$2.07M	Sell	70,242 -1,668	-2%	-$53.8K	0.25%	80
2023 Q2	$2.35M	Sell	71,910 -1,522	-2%	-$51.2K	0.28%	80
2023 Q1	$2.49M	Buy	+73,432	New	+$2.49M	0.31%	77
2022 Q3	$2.54M	Sell	77,542 -422	-0.5%	-$15.5K	0.37%	67
2022 Q2	$2.74M	Sell	77,964 -1,534	-2%	-$55.5K	0.37%	62
2022 Q1	$2.92M	Sell	79,498 -1,742	-2%	-$60.4K	0.36%	67
2021 Q4	$2.91M	Buy	81,240 +4,678	+6%	+$158K	0.33%	72
2021 Q3	$2.44M	Sell	76,562 -440	-0.6%	-$14.7K	0.33%	67
2021 Q2	$2.53M	Buy	77,002 +5,902	+8%	+$193K	0.37%	59
2021 Q1	$2.28M	Sell	71,100 -2,012	-3%	-$62.4K	0.37%	64
2020 Q4	$2.31M	Sell	73,112 -174	-0.2%	-$5.51K	0.4%	54
2020 Q3	$2.18M	Sell	73,286 -1,042	-1%	-$30.9K	0.44%	53
2020 Q2	$2.1M	Buy	74,328 +2,788	+4%	+$80.4K	0.51%	51
2020 Q1	$1.98K	Buy	71,540 +2,438	+4%	+$78K	0.46%	45
2019 Q4	$2.23M	Buy	69,102 +2,848	+4%	+$90.5K	0.46%	46
2019 Q3	$2.14M	Buy	66,254 +160	+0.2%	+$4.94K	0.48%	48
2019 Q2	$1.97M	Buy	66,094 +1,284	+2%	+$37.7K	0.46%	53
2019 Q1	$1.88M	Buy	64,810 +1,320	+2%	+$36.7K	0.45%	55
2018 Q4	$1.68K	Buy	63,490 +822	+1%	+$22.3K	0.41%	57
2018 Q3	$1.65M	Buy	62,668 +966	+2%	+$25.7K	0.4%	59
2018 Q2	$1.6M	Sell	61,702 -194	-0.3%	-$4.88K	0.42%	57
2018 Q1	$1.56M	Sell	61,896 -2,902	-4%	-$72.4K	0.42%	56
2017 Q4	$1.71M	Buy	64,798 +1,750	+3%	+$48K	0.46%	51
2017 Q3	$1.67M	Buy	63,048 +1,336	+2%	+$35.9K	0.47%	51
2017 Q2	$1.6M	Buy	61,712 +858	+1%	+$22.5K	0.45%	52
2017 Q1	$1.56M	Buy	60,854 +10,152	+20%	+$254K	0.47%	50
2016 Q4	$1.23M	Sell	50,702 -1,594	-3%	-$38.1K	0.41%	56
2016 Q3	$1.28M	Buy	52,296 +2,418	+5%	+$61.4K	0.44%	54
2016 Q2	$1.31M	Buy	49,878 +7,364	+17%	+$181K	0.51%	49
2016 Q1	$1.05M	Buy	42,514 +10,954	+35%	+$253K	0.35%	58
2015 Q4	$682	Buy	31,560 +5,962	+23%	+$129K	0.24%	87
2015 Q3	$5.58M	Buy	25,598 +3,386	+15%	+$72.9K	2.32%	8
2015 Q2	$460K	Buy	22,212 +11,130	+100%	+$244K	0.18%	125
2015 Q1	$246	Buy	+11,082	New	+$256K	0.07%	182

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WBH Advisory's XLU Position: Q1 2026 in Review

WBH Advisory increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.45% in Q1 2026, buying an estimated $13.1K and bringing the position to 65,947 shares worth $3.04M. The position accounts for 0.23% of the portfolio, ranked #88.

WBH Advisory first reported a position in XLU in Q1 2015 and has held it in 44 quarters since. The position peaked at $5.58M in Q3 2015. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

WBH Advisory held 65,947 shares of State Street Utilities Select Sector SPDR ETF worth $3.04M as of Q1 2026.
WBH Advisory bought 293 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $13.1K.
State Street Utilities Select Sector SPDR ETF made up 0.23% of WBH Advisory's portfolio in Q1 2026, its #88 holding.
WBH Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 44 quarters since.
WBH Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $5.58M in Q3 2015.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.