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

Wealth Enhancement Trust 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 		$980K Buy
21,615
+7,500
+53% +$340K 0.11% 150
2026
Q1 		$648K Sell
14,115
-799
-5% -$35.8K 0.08% 190
2025
Q4 		$637K Buy
+14,914
New +$660K 0.08% 183

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 53% in Q2 2026, buying an estimated $340K and bringing the position to 21,615 shares worth $980K. The position accounts for 0.11% of the portfolio, ranked #150.

Wealth Enhancement Trust Services first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. 1,249 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Wealth Enhancement Trust Services held 21,615 shares of State Street Utilities Select Sector SPDR ETF worth $980K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 7,500 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $340K.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #150 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,249 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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