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

WealthShield 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 Q1	$1.32M	Buy	28,721 +9	+0%	+$404	0.15%	156
2025 Q4	$1.23M	Hold	28,712	–	–	0.14%	157
2025 Q3	$1.25M	Hold	28,712	–	–	0.14%	156
2025 Q2	$1.17M	Hold	28,712	–	–	0.14%	160
2025 Q1	$1.13M	Buy	28,712 +668	+2%	+$26.1K	0.15%	152
2024 Q4	$1.06M	Sell	28,044 -500	-2%	-$19.8K	0.15%	145
2024 Q3	$1.15M	Buy	28,544 +500	+2%	+$18.5K	0.16%	140
2024 Q2	$955K	Buy	28,044 +23,800	+561%	+$817K	0.15%	151
2024 Q1	$139K	Sell	4,244 -23,800	-85%	-$743K	0.02%	296
2023 Q4	$888K	Hold	28,044	–	–	0.15%	153
2023 Q3	$826K	Buy	28,044 +8,000	+40%	+$258K	0.12%	163
2023 Q2	$656K	Sell	20,044 -1,200	-6%	-$40.4K	0.1%	186
2023 Q1	$719K	Buy	21,244 +1,672	+9%	+$56.7K	0.12%	180
2022 Q4	$690K	Buy	19,572 +28	+0.1%	+$952	0.13%	170
2022 Q3	$640K	Sell	19,544 -1,462	-7%	-$53.6K	0.13%	175
2022 Q2	$737K	Buy	21,006 +22	+0.1%	+$796	0.15%	165
2022 Q1	$781K	Sell	20,984 -1,116	-5%	-$38.7K	0.13%	177
2021 Q4	$791K	Buy	22,100 +74	+0.3%	+$2.5K	0.13%	156
2021 Q3	$704K	Buy	+22,026	New	+$736K	0.19%	107
2021 Q2	–	Sell	-21,806	Closed	-$698K	–	1173
2021 Q1	$698K	Buy	21,806 +958	+5%	+$29.7K	0.13%	121
2020 Q4	$653K	Buy	20,848 +1,186	+6%	+$37.5K	0.12%	139
2020 Q3	$584K	Buy	19,662 +1,600	+9%	+$47.5K	0.2%	112
2020 Q2	$510K	Hold	18,062	–	–	0.23%	99
2020 Q1	$500K	Hold	18,062	–	–	0.31%	73
2019 Q4	$584K	Hold	18,062	–	–	0.28%	80
2019 Q3	$585K	Hold	18,062	–	–	0.31%	73
2019 Q2	$539K	Sell	18,062 -34,310	-66%	-$1.01M	0.31%	69
2019 Q1	$1.52M	Buy	52,372 +34,310	+190%	+$954K	0.85%	25
2018 Q4	$478K	Hold	18,062	–	–	0.33%	61
2018 Q3	$475K	Hold	18,062	–	–	0.27%	67
2018 Q2	$469K	Hold	18,062	–	–	0.29%	63
2018 Q1	$456K	Sell	18,062 -2,540	-12%	-$63.4K	0.29%	64
2017 Q4	$538K	Buy	+20,602	New	+$565K	0.33%	62

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WealthShield Partners's XLU Position: Q1 2026 in Review

WealthShield Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.03% in Q1 2026, buying an estimated $404 and bringing the position to 28,721 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #156.

WealthShield Partners first reported a position in XLU in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.52M in Q1 2019. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

WealthShield Partners held 28,721 shares of State Street Utilities Select Sector SPDR ETF worth $1.32M as of Q1 2026.
WealthShield Partners bought 9 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $404.
State Street Utilities Select Sector SPDR ETF made up 0.15% of WealthShield Partners's portfolio in Q1 2026, its #156 holding.
WealthShield Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
WealthShield Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.52M in Q1 2019.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.