WealthPlan Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WealthPlan Investment Management’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	$237K	Sell	5,219 -1,394	-21%	-$63.1K	0.01%	431
2026 Q1	$303K	Buy	+6,613	New	+$297K	0.02%	389
2023 Q3	–	Sell	-3,000	Closed	-$98.2K	–	366
2023 Q2	$98.2K	Hold	3,000	–	–	0.03%	155
2023 Q1	$102K	Sell	3,000 -3,124	-51%	-$106K	0.02%	197
2022 Q4	$209K	Hold	6,124	–	–	0.01%	370
2022 Q3	$217K	Buy	+6,124	New	+$224K	0.02%	346
2022 Q1	$243K	Buy	+6,824	New	+$237K	0.02%	348

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WealthPlan Investment Management's XLU Position: Q2 2026 in Review

WealthPlan Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q2 2026, selling an estimated $63.1K and leaving 5,219 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #431.

WealthPlan Investment Management first reported a position in XLU in Q1 2022 and has held it in 7 quarters since. The position peaked at $303K in Q1 2026. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

WealthPlan Investment Management held 5,219 shares of State Street Utilities Select Sector SPDR ETF worth $237K as of Q2 2026.
WealthPlan Investment Management sold 1,394 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $63.1K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #431 holding.
WealthPlan Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 7 quarters since.
WealthPlan Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $303K in Q1 2026.
616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.