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

Wealth Quarterback’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 		$3.48M Sell
75,934
-75
-0.1% -$3.37K 1.37% 16
2025
Q4 		$3.24M Buy
76,009
+2,413
+3% +$107K 1.17% 16
2025
Q3 		$3.21M Buy
73,596
+4,472
+6% +$189K 1.24% 17
2025
Q2 		$2.82M Buy
69,124
+20,796
+43% +$829K 1.34% 16
2025
Q1 		$1.91M Sell
48,328
-39,126
-45% -$1.53M 1.07% 20
2024
Q4 		$3.31M Sell
87,454
-13,764
-14% -$546K 1.55% 13
2024
Q3 		$4.09M Buy
101,218
+2,426
+2% +$90K 2.13% 10
2024
Q2 		$3.37M Sell
98,792
-7,510
-7% -$258K 1.91% 10
2024
Q1 		$3.49M Buy
106,302
+25,730
+32% +$803K 1.95% 11
2023
Q4 		$2.55M Sell
80,572
-8,370
-9% -$256K 1.56% 16
2023
Q3 		$2.62M Buy
88,942
+19,406
+28% +$626K 2.27% 13
2023
Q2 		$2.28M Buy
+69,536
New +$2.34M 1.58% 15
2021
Q3 		$2K Buy
46
+2
+5% +$67 ﹤0.01% 751
2021
Q2 		$2K Buy
+44
New +$1.44K ﹤0.01% 778
2020
Q2 		– Sell
-178
Closed -$1.22K – 807
2020
Q1 		$1.22K Sell
178
-204
-53% -$6.52K ﹤0.01% 808
2019
Q4 		$12.4K Buy
+382
New +$12.1K 0.01% 475

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 Quarterback's XLU Position: Q1 2026 in Review

Wealth Quarterback reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.1% in Q1 2026, selling an estimated $3.37K and leaving 75,934 shares worth $3.48M. The position accounts for 1.37% of the portfolio, ranked #16.

Wealth Quarterback first reported a position in XLU in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.09M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Wealth Quarterback held 75,934 shares of State Street Utilities Select Sector SPDR ETF worth $3.48M as of Q1 2026.
  • Wealth Quarterback sold 75 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.37K.
  • State Street Utilities Select Sector SPDR ETF made up 1.37% of Wealth Quarterback's portfolio in Q1 2026, its #16 holding.
  • Wealth Quarterback first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 16 quarters since.
  • Wealth Quarterback's State Street Utilities Select Sector SPDR ETF position peaked at $4.09M in Q3 2024.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.