Wealth Advisors of Iowa’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealth Advisors of Iowa’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	$15M	Sell	331,564 -38,229	-10%	-$1.73M	4.07%	9
2026 Q1	$17M	Sell	369,793 -7,902	-2%	-$355K	5.25%	8
2025 Q4	$16.1M	Buy	377,695 +10,755	+3%	+$476K	5.29%	7
2025 Q3	$16M	Buy	366,940 +35,154	+11%	+$1.49M	5.45%	8
2025 Q2	$13.5M	Buy	331,786 +3,214	+1%	+$128K	5.06%	10
2025 Q1	$13M	Buy	328,572 +17,944	+6%	+$701K	5.57%	7
2024 Q4	$11.8M	Buy	310,628 +1,038	+0.3%	+$41.2K	5.93%	7
2024 Q3	$12.5M	Buy	+309,590	New	+$11.5M	6.37%	7

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Wealth Advisors of Iowa's XLU Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2026, selling an estimated $1.73M and leaving 331,564 shares worth $15M. The position accounts for 4.07% of the portfolio, ranked #9.

Wealth Advisors of Iowa first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $17M in Q1 2026. 783 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wealth Advisors of Iowa held 331,564 shares of State Street Utilities Select Sector SPDR ETF worth $15M as of Q2 2026.
Wealth Advisors of Iowa sold 38,229 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.73M.
State Street Utilities Select Sector SPDR ETF made up 4.07% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #9 holding.
Wealth Advisors of Iowa first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Wealth Advisors of Iowa's State Street Utilities Select Sector SPDR ETF position peaked at $17M in Q1 2026.
783 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.