Wealthcare Advisory Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealthcare Advisory Partners’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	$4.16M	Sell	91,733 -4,508	-5%	-$204K	0.08%	204
2026 Q1	$4.42M	Buy	96,241 +46,342	+93%	+$2.08M	0.09%	204
2025 Q4	$2.13M	Sell	49,899 -7,883	-14%	-$349K	0.04%	352
2025 Q3	$2.52M	Buy	57,782 +2,792	+5%	+$118K	0.05%	287
2025 Q2	$2.25M	Buy	54,990 +3,612	+7%	+$144K	0.05%	302
2025 Q1	$2.03M	Sell	51,378 -1,578	-3%	-$61.7K	0.05%	281
2024 Q4	$2M	Sell	52,956 -8,548	-14%	-$339K	0.06%	271
2024 Q3	$2.48M	Buy	61,504 +25,426	+70%	+$943K	0.07%	234
2024 Q2	$1.23M	Buy	36,078 +5,126	+17%	+$176K	0.04%	331
2024 Q1	$1.02M	Buy	30,952 +5,358	+21%	+$167K	0.03%	357
2023 Q4	$810K	Buy	25,594 +2,944	+13%	+$90K	0.03%	371
2023 Q3	$667K	Sell	22,650 -1,324	-6%	-$42.7K	0.03%	362
2023 Q2	$784K	Buy	23,974 +1,550	+7%	+$52.2K	0.04%	345
2023 Q1	$759K	Buy	22,424 +1,082	+5%	+$36.7K	0.03%	353
2022 Q4	$752K	Buy	21,342 +6,718	+46%	+$228K	0.04%	327
2022 Q3	$479K	Buy	14,624 +2,036	+16%	+$74.6K	0.03%	370
2022 Q2	$441K	Buy	12,588 +1,208	+11%	+$43.7K	0.03%	349
2022 Q1	$424K	Sell	11,380 -564	-5%	-$19.6K	0.03%	338
2021 Q4	$427K	Buy	11,944 +2,810	+31%	+$94.8K	0.03%	345
2021 Q3	$292K	Buy	9,134 +1,838	+25%	+$61.4K	0.02%	423
2021 Q2	$231K	Buy	7,296 +722	+11%	+$23.6K	0.02%	487
2021 Q1	$210K	Buy	+6,574	New	+$204K	0.02%	477
2020 Q2	–	Sell	-1,634	Closed	-$45K	–	1384
2020 Q1	$45K	Sell	1,634 -5,408	-77%	-$173K	0.01%	532
2019 Q4	$228K	Buy	7,042 +5,998	+575%	+$191K	0.03%	277
2019 Q3	$34K	Hold	1,044	–	–	﹤0.01%	622
2019 Q2	$31K	Hold	1,044	–	–	﹤0.01%	620
2019 Q1	$30K	Sell	1,044 -40	-4%	-$1.11K	0.01%	572
2018 Q4	$29K	Hold	1,084	–	–	0.01%	556
2018 Q3	$29K	Buy	1,084 +900	+489%	+$23.9K	0.01%	585
2018 Q2	$5K	Buy	184 +176	+2,200%	+$4.43K	﹤0.01%	999
2018 Q1	$0	Buy	+8	New	+$200	﹤0.01%	1261

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's XLU Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.7% in Q2 2026, selling an estimated $204K and leaving 91,733 shares worth $4.16M. The position accounts for 0.08% of the portfolio, ranked #204.

Wealthcare Advisory Partners first reported a position in XLU in Q1 2018 and has held it in 31 quarters since. The position peaked at $4.42M in Q1 2026. 444 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wealthcare Advisory Partners held 91,733 shares of State Street Utilities Select Sector SPDR ETF worth $4.16M as of Q2 2026.
Wealthcare Advisory Partners sold 4,508 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $204K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #204 holding.
Wealthcare Advisory Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 31 quarters since.
Wealthcare Advisory Partners's State Street Utilities Select Sector SPDR ETF position peaked at $4.42M in Q1 2026.
444 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.