Western Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Western Wealth Management’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	$2.31M	Sell	50,979 -7,051	-12%	-$319K	0.08%	275
2026 Q1	$2.66M	Buy	58,030 +10,079	+21%	+$452K	0.1%	221
2025 Q4	$2.05M	Buy	47,951 +3,739	+8%	+$166K	0.09%	218
2025 Q3	$1.93M	Buy	44,212 +1,726	+4%	+$73K	0.1%	190
2025 Q2	$1.73M	Buy	42,486 +5,634	+15%	+$224K	0.1%	191
2025 Q1	$1.45M	Buy	36,852 +1,222	+3%	+$47.7K	0.1%	200
2024 Q4	$1.35M	Sell	35,630 -1,224	-3%	-$48.6K	0.07%	259
2024 Q3	$1.49M	Buy	36,854 +5,916	+19%	+$219K	0.08%	243
2024 Q2	$1.05M	Sell	30,938 -1,972	-6%	-$67.7K	0.08%	220
2024 Q1	$1.08M	Sell	32,910 -4,876	-13%	-$152K	0.08%	217
2023 Q4	$1.2M	Sell	37,786 -4,874	-11%	-$149K	0.09%	244
2023 Q3	$1.26M	Sell	42,660 -27,210	-39%	-$877K	0.11%	204
2023 Q2	$2.29M	Sell	69,870 -46,716	-40%	-$1.57M	0.2%	112
2023 Q1	$3.95M	Sell	116,586 -8,764	-7%	-$297K	0.37%	59
2022 Q4	$4.42M	Sell	125,350 -117,990	-48%	-$4.01M	0.45%	47
2022 Q3	$7.98M	Buy	243,340 +9,212	+4%	+$338K	0.46%	40
2022 Q2	$8.21M	Buy	234,128 +28,324	+14%	+$1.03M	0.47%	41
2022 Q1	$7.66M	Buy	205,804 +175,244	+573%	+$6.08M	0.37%	54
2021 Q4	$1.09M	Buy	+30,560	New	+$1.03M	0.11%	180
2021 Q2	$1.08M	Buy	34,314 +1,266	+4%	+$41.4K	0.11%	195
2021 Q1	$1.06M	Sell	33,048 -62	-0.2%	-$1.92K	0.14%	152
2020 Q4	$1.04M	Sell	33,110 -10,384	-24%	-$329K	0.15%	152
2020 Q3	$1.29M	Sell	43,494 -4,172	-9%	-$124K	0.21%	112
2020 Q2	$1.34M	Sell	47,666 -11,694	-20%	-$337K	0.24%	103
2020 Q1	$1.65M	Sell	59,360 -7,416	-11%	-$237K	0.38%	59
2019 Q4	$2.16M	Buy	66,776 +19,198	+40%	+$610K	0.33%	69
2019 Q3	$1.54M	Buy	47,578 +25,134	+112%	+$775K	0.32%	77
2019 Q2	$668K	Buy	22,444 +1,074	+5%	+$31.5K	0.09%	188
2019 Q1	$622K	Buy	21,370 +224	+1%	+$6.23K	0.14%	173
2018 Q4	$559K	Buy	+21,146	New	+$575K	0.15%	162

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

Western Wealth Management's XLU Position: Q2 2026 in Review

Western Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, selling an estimated $319K and leaving 50,979 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #275.

Western Wealth Management first reported a position in XLU in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.21M in Q2 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Western Wealth Management held 50,979 shares of State Street Utilities Select Sector SPDR ETF worth $2.31M as of Q2 2026.
Western Wealth Management sold 7,051 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $319K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #275 holding.
Western Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.21M in Q2 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.