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

WESPAC Advisors’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	$232K	Sell	5,122 -14,606	-74%	-$662K	0.11%	172
2026 Q1	$905K	Buy	19,728 +6,226	+46%	+$279K	0.5%	61
2025 Q4	$576K	Buy	13,502 +4,788	+55%	+$212K	0.31%	96
2025 Q3	$380K	Sell	8,714 -15,764	-64%	-$667K	0.22%	134
2025 Q2	$999K	Buy	24,478 +14,354	+142%	+$572K	0.7%	48
2025 Q1	$399K	Buy	+10,124	New	+$396K	0.33%	107
2024 Q4	–	Sell	-48,290	Closed	-$1.95M	–	184
2024 Q3	$1.95M	Buy	+48,290	New	+$1.79M	1.44%	13
2023 Q3	–	Sell	-6,196	Closed	-$203K	–	148
2023 Q2	$203K	Buy	+6,196	New	+$209K	0.16%	119
2023 Q1	–	Sell	-39,942	Closed	-$1.41M	–	136
2022 Q4	$1.41M	Sell	39,942 -8,778	-18%	-$298K	2.44%	10
2022 Q3	$1.6M	Sell	48,720 -31,080	-39%	-$1.14M	2.15%	9
2022 Q2	$2.8M	Buy	79,800 +35,386	+80%	+$1.28M	2.13%	9
2022 Q1	$1.65M	Sell	44,414 -582	-1%	-$20.2K	1.79%	13
2021 Q4	$1.61M	Buy	+44,996	New	+$1.52M	1.08%	29
2021 Q1	–	Sell	-9,632	Closed	-$302K	–	189
2020 Q4	$302K	Sell	9,632 -50,232	-84%	-$1.59M	0.23%	107
2020 Q3	$1.78M	Buy	+59,864	New	+$1.78M	2.2%	8
2020 Q2	–	Sell	-83,544	Closed	-$2.31M	–	109
2020 Q1	$2.31M	Buy	83,544 +8,888	+12%	+$284K	5.55%	2
2019 Q4	$2.41M	Buy	74,656 +3,180	+4%	+$101K	2.36%	3
2019 Q3	$2.31M	Sell	71,476 -19,948	-22%	-$615K	2.31%	5
2019 Q2	$2.73M	Buy	91,424 +58,000	+174%	+$1.7M	2.03%	16
2019 Q1	$970K	Buy	33,424 +92	+0.3%	+$2.56K	0.67%	53
2018 Q4	$882K	Buy	+33,332	New	+$906K	0.86%	42

Other funds holding XLU

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

WESPAC Advisors's XLU Position: Q2 2026 in Review

WESPAC Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 74% in Q2 2026, selling an estimated $662K and leaving 5,122 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #172.

WESPAC Advisors first reported a position in XLU in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.8M in Q2 2022. 1,114 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

WESPAC Advisors held 5,122 shares of State Street Utilities Select Sector SPDR ETF worth $232K as of Q2 2026.
WESPAC Advisors sold 14,606 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $662K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of WESPAC Advisors's portfolio in Q2 2026, its #172 holding.
WESPAC Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 21 quarters since.
WESPAC Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.8M in Q2 2022.
1,114 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.