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 Q2	$2.95M	Sell	64,991 -956	-1%	-$43.3K	0.2%	95
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	$1.98M	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	$1.68M	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	$682K	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	$246K	Buy	+11,082	New	+$256K	0.07%	182

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WBH Advisory's XLU Position: Q2 2026 in Review

WBH Advisory reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q2 2026, selling an estimated $43.3K and leaving 64,991 shares worth $2.95M. The position accounts for 0.2% of the portfolio, ranked #95.

WBH Advisory first reported a position in XLU in Q1 2015 and has held it in 45 quarters since. The position peaked at $5.58M in Q3 2015. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

WBH Advisory held 64,991 shares of State Street Utilities Select Sector SPDR ETF worth $2.95M as of Q2 2026.
WBH Advisory sold 956 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $43.3K.
State Street Utilities Select Sector SPDR ETF made up 0.2% of WBH Advisory's portfolio in Q2 2026, its #95 holding.
WBH Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2015 and has held it in 45 quarters since.
WBH Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $5.58M in Q3 2015.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.