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 Q2	$4M	Buy	88,207 +12,273	+16%	+$556K	1.24%	17
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Quarterback's XLU Position: Q2 2026 in Review

Wealth Quarterback increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, buying an estimated $556K and bringing the position to 88,207 shares worth $4M. The position accounts for 1.24% of the portfolio, ranked #17.

Wealth Quarterback first reported a position in XLU in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.09M in Q3 2024. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wealth Quarterback held 88,207 shares of State Street Utilities Select Sector SPDR ETF worth $4M as of Q2 2026.
Wealth Quarterback bought 12,273 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $556K.
State Street Utilities Select Sector SPDR ETF made up 1.24% of Wealth Quarterback's portfolio in Q2 2026, its #17 holding.
Wealth Quarterback first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Wealth Quarterback's State Street Utilities Select Sector SPDR ETF position peaked at $4.09M in Q3 2024.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.