Wealthspire Advisors (New York)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wealthspire Advisors (New York)’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	$1.07M	Buy	23,344 +1,088	+5%	+$48.8K	0.01%	398
2025 Q4	$950K	Buy	22,256 +4,400	+25%	+$195K	0.01%	440
2025 Q3	$779K	Buy	17,856 +1,116	+7%	+$47.2K	﹤0.01%	440
2025 Q2	$683K	Sell	16,740 -5,114	-23%	-$204K	﹤0.01%	462
2025 Q1	$862K	Buy	21,854 +4,884	+29%	+$191K	0.01%	408
2024 Q4	$642K	Buy	16,970 +4,812	+40%	+$191K	0.01%	451
2024 Q3	$491K	Buy	12,158 +946	+8%	+$35.1K	0.01%	503
2024 Q2	$382K	Sell	11,212 -228	-2%	-$7.83K	﹤0.01%	483
2024 Q1	$376K	Sell	11,440 -990	-8%	-$30.9K	0.01%	482
2023 Q4	$394K	Buy	12,430 +412	+3%	+$12.6K	0.01%	457
2023 Q3	$354K	Sell	12,018 -4,238	-26%	-$137K	0.01%	457
2023 Q2	$532K	Buy	16,256 +882	+6%	+$29.7K	0.01%	348
2023 Q1	$520K	Sell	15,374 -4,384	-22%	-$149K	0.01%	349
2022 Q4	$696K	Buy	19,758 +3,670	+23%	+$125K	0.01%	325
2022 Q3	$527K	Buy	16,088 +3,558	+28%	+$130K	0.01%	325
2022 Q2	$439K	Buy	12,530 +630	+5%	+$22.8K	0.01%	338
2022 Q1	$443K	Buy	11,900 +1,936	+19%	+$67.1K	0.01%	287
2021 Q4	$357K	Sell	9,964 -6,250	-39%	-$211K	0.01%	388
2021 Q3	$518K	Sell	16,214 -16	-0.1%	-$535	0.01%	349
2021 Q2	$513K	Buy	+16,230	New	+$531K	0.01%	222
2021 Q1	–	Sell	-8,268	Closed	-$259K	–	713
2020 Q4	$259K	Buy	+8,268	New	+$262K	0.01%	485
2020 Q2	–	Sell	-7,452	Closed	-$206K	–	539
2020 Q1	$206K	Buy	+7,452	New	+$238K	0.01%	491
2019 Q1	–	Sell	-46	Closed	-$1K	–	817
2018 Q4	$1K	Buy	+46	New	+$1.25K	﹤0.01%	853

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Wealthspire Advisors (New York)'s XLU Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.9% in Q1 2026, buying an estimated $48.8K and bringing the position to 23,344 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #398.

Wealthspire Advisors (New York) first reported a position in XLU in Q4 2018 and has held it in 23 quarters since. 1,595 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Wealthspire Advisors (New York) held 23,344 shares of State Street Utilities Select Sector SPDR ETF worth $1.07M as of Q1 2026.
Wealthspire Advisors (New York) bought 1,088 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $48.8K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #398 holding.
Wealthspire Advisors (New York) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 23 quarters since.
1,595 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.