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Wealth Dimensions Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealth Dimensions Group’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 		$227K Hold
4,942
– – 0.04% 160
2025
Q4 		$211K Hold
4,942
– – 0.04% 163
2025
Q3 		$215K Buy
+4,942
New +$209K 0.04% 169

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealth Dimensions Group's XLU Position: Q1 2026 in Review

Wealth Dimensions Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 4,942 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #160.

Wealth Dimensions Group first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Wealth Dimensions Group held 4,942 shares of State Street Utilities Select Sector SPDR ETF worth $227K as of Q1 2026.
  • Wealth Dimensions Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of Wealth Dimensions Group's portfolio in Q1 2026, its #160 holding.
  • Wealth Dimensions Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.