WESPAC Advisors SoCal’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

WESPAC Advisors SoCal’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	$3.6M	Sell	79,426 -314	-0.4%	-$14.2K	0.64%	44
2026 Q1	$3.66M	Sell	79,740 -928	-1%	-$41.6K	0.78%	39
2025 Q4	$3.44M	Buy	80,668 +17,770	+28%	+$787K	0.69%	41
2025 Q3	$2.74M	Sell	62,898 -8	-0%	-$338	0.56%	49
2025 Q2	$2.57M	Buy	62,906 +17,186	+38%	+$685K	0.57%	51
2025 Q1	$1.8M	Buy	45,720 +6	+0%	+$234	0.47%	49
2024 Q4	$1.73M	Sell	45,714 -3,032	-6%	-$120K	0.39%	57
2024 Q3	$1.97M	Buy	48,746 +12,450	+34%	+$462K	0.46%	51
2024 Q2	$1.24M	Buy	36,296 +2,090	+6%	+$71.8K	0.31%	54
2024 Q1	$1.12M	Sell	34,206 -136,210	-80%	-$4.25M	0.29%	55
2023 Q4	$5.4M	Sell	170,416 -77,138	-31%	-$2.36M	1.57%	22
2023 Q3	$7.29M	Buy	247,554 +2,258	+0.9%	+$72.8K	2.46%	13
2023 Q2	$8.03M	Buy	245,296 +634	+0.3%	+$21.3K	2.75%	12
2023 Q1	$8.28M	Buy	244,662 +2,890	+1%	+$98K	2.86%	11
2022 Q4	$8.52M	Buy	241,772 +40,406	+20%	+$1.37M	3.17%	10
2022 Q3	$6.72M	Buy	+201,366	New	+$7.38M	2.81%	15
2018 Q3	–	Hold	0	–	–	–	248

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WESPAC Advisors SoCal's XLU Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.39% in Q2 2026, selling an estimated $14.2K and leaving 79,426 shares worth $3.6M. The position accounts for 0.64% of the portfolio, ranked #44.

WESPAC Advisors SoCal first reported a position in XLU in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.52M in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

WESPAC Advisors SoCal held 79,426 shares of State Street Utilities Select Sector SPDR ETF worth $3.6M as of Q2 2026.
WESPAC Advisors SoCal sold 314 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $14.2K.
State Street Utilities Select Sector SPDR ETF made up 0.64% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #44 holding.
WESPAC Advisors SoCal first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
WESPAC Advisors SoCal's State Street Utilities Select Sector SPDR ETF position peaked at $8.52M in Q4 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.