Wealth Quarterback
XLU icon

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
Q3 		$3.72M Buy
94,268
+6,061
+7% +$263K 1.13% 19
2026
Q2 		$4M Buy
88,207
+12,273
+16% +$556K 1.24% 17
2026
Q1 		$3.48M Sell
75,934
-75
-0.1% -$3.36K 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Biltmore Wealth Management
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Quarterback's XLU Position: Q3 2026 in Review

Wealth Quarterback increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.9% in Q3 2026, buying an estimated $263K and bringing the position to 94,268 shares worth $3.72M. The position accounts for 1.13% of the portfolio, ranked #19.

Wealth Quarterback first reported a position in XLU in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.09M in Q3 2024. 462 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Wealth Quarterback held 94,268 shares of State Street Utilities Select Sector SPDR ETF worth $3.72M as of Q3 2026.
  • Wealth Quarterback bought 6,061 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $263K.
  • State Street Utilities Select Sector SPDR ETF made up 1.13% of Wealth Quarterback's portfolio in Q3 2026, its #19 holding.
  • Wealth Quarterback first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 18 quarters since.
  • Wealth Quarterback's State Street Utilities Select Sector SPDR ETF position peaked at $4.09M in Q3 2024.
  • 462 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.