Wealth Enhancement Advisory Services
XLU icon

Wealth Enhancement Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.4M Buy
318,120
+42,672
+15% +$1.93M 0.02% 540
2026
Q1 		$12.8M Sell
275,448
-216,038
-44% -$9.69M 0.03% 512
2025
Q4 		$21.1M Buy
491,486
+69,082
+16% +$3.06M 0.03% 467
2025
Q3 		$19M Buy
422,404
+22,456
+6% +$950K 0.03% 465
2025
Q2 		$16.4M Sell
399,948
-19,666
-5% -$784K 0.03% 485
2025
Q1 		$16.5M Buy
419,614
+7,080
+2% +$277K 0.03% 452
2024
Q4 		$15.6M Buy
412,534
+30,996
+8% +$1.23M 0.03% 433
2024
Q3 		$15.4M Buy
381,538
+22,498
+6% +$835K 0.03% 404
2024
Q2 		$12.2M Buy
359,040
+66,098
+23% +$2.27M 0.03% 433
2024
Q1 		$9.62M Buy
292,942
+16,020
+6% +$500K 0.02% 489
2023
Q4 		$8.77M Buy
276,922
+6,466
+2% +$198K 0.03% 473
2023
Q3 		$7.97M Buy
270,456
+262,844
+3,453% +$8.47M 0.03% 460
2023
Q2 		$249K Sell
7,612
-1,910
-20% -$64.3K ﹤0.01% 463
2023
Q1 		$322K Buy
9,522
+3,118
+49% +$106K ﹤0.01% 431
2022
Q4 		$220K Buy
6,404
+80
+1% +$2.72K ﹤0.01% 311
2022
Q3 		$202K Buy
6,324
+576
+10% +$21.1K ﹤0.01% 317
2022
Q2 		$201K Buy
+5,748
New +$208K ﹤0.01% 324

Other funds holding XLU

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's XLU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, buying an estimated $1.93M and bringing the position to 318,120 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #540.

Wealth Enhancement Advisory Services first reported a position in XLU in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.1M in Q4 2025. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 318,120 shares of State Street Utilities Select Sector SPDR ETF worth $14.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 42,672 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.93M.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #540 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $21.1M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.