WealthShield Partners’s State Street Utilities Select Sector SPDR Premium Income ETF XLUI Stock Holding History

WealthShield Partners’s Portfolio XLUI Stock Details XLUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.1K	Buy	+1,519	New	+$37.4K	﹤0.01%	463

Other funds holding XLUI

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

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

WealthShield Partners's XLUI Position: Q1 2026 in Review

WealthShield Partners opened a new position in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q1 2026: 1,519 shares worth $38.1K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings.

6 funds tracked by Wall St. Rank hold XLUI as of Q1 2026.

WealthShield Partners held 1,519 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $38.1K as of Q1 2026.
State Street Utilities Select Sector SPDR Premium Income ETF was a new WealthShield Partners position in Q1 2026.
State Street Utilities Select Sector SPDR Premium Income ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #463 holding.
6 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR Premium Income ETF as of Q1 2026.

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