Wealthfront Advisers
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Wealthfront Advisers’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealthfront Advisers’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 		$5.46M Buy
120,319
+8,576
+8% +$388K 0.01% 424
2026
Q1 		$5.13M Buy
111,743
+32,121
+40% +$1.44M 0.01% 413
2025
Q4 		$3.4M Buy
79,622
+17,980
+29% +$796K 0.01% 487
2025
Q3 		$2.69M Buy
61,642
+5,622
+10% +$238K 0.01% 524
2025
Q2 		$2.29M Buy
56,020
+5,264
+10% +$210K 0.01% 547
2025
Q1 		$2M Buy
50,756
+3,658
+8% +$143K 0.01% 538
2024
Q4 		$1.78M Buy
47,098
+5,230
+12% +$208K 0.01% 548
2024
Q3 		$1.69M Sell
41,868
-1,346
-3% -$49.9K 0.01% 533
2024
Q2 		$1.47M Buy
43,214
+16,478
+62% +$566K 0.01% 551
2024
Q1 		$878K Sell
26,736
-4,430
-14% -$138K ﹤0.01% 639
2023
Q4 		$987K Buy
31,166
+6,716
+27% +$205K ﹤0.01% 595
2023
Q3 		$720K Sell
24,450
-4,676
-16% -$151K ﹤0.01% 618
2023
Q2 		$953K Buy
29,126
+96
+0.3% +$3.23K ﹤0.01% 564
2023
Q1 		$983K Sell
29,030
-4,274
-13% -$145K ﹤0.01% 530
2022
Q4 		$1.17M Buy
33,304
+11,534
+53% +$392K 0.01% 485
2022
Q3 		$713K Sell
21,770
-38,032
-64% -$1.39M ﹤0.01% 535
2022
Q2 		$2.1M Buy
59,802
+25,952
+77% +$939K 0.01% 370
2022
Q1 		$1.26M Buy
33,850
+24,212
+251% +$839K 0.01% 492
2021
Q4 		$345K Buy
+9,638
New +$325K ﹤0.01% 652

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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Wealthfront Advisers's XLU Position: Q2 2026 in Review

Wealthfront Advisers increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.7% in Q2 2026, buying an estimated $388K and bringing the position to 120,319 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #424.

Wealthfront Advisers first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. 1,268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Wealthfront Advisers held 120,319 shares of State Street Utilities Select Sector SPDR ETF worth $5.46M as of Q2 2026.
  • Wealthfront Advisers bought 8,576 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $388K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #424 holding.
  • Wealthfront Advisers first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.