WFA of San Diego’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
WFA of San Diego's XLU Position: Q2 2026 in Review
WFA of San Diego reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, selling an estimated $31.1K and leaving 5,668 shares worth $250K. The position accounts for 0.2% of the portfolio, ranked #84.
WFA of San Diego first reported a position in XLU in Q3 2021 and has held it in 13 quarters since. The position peaked at $292K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- WFA of San Diego held 5,668 shares of State Street Utilities Select Sector SPDR ETF worth $250K as of Q2 2026.
- WFA of San Diego sold 686 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $31.1K.
- State Street Utilities Select Sector SPDR ETF made up 0.2% of WFA of San Diego's portfolio in Q2 2026, its #84 holding.
- WFA of San Diego first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 13 quarters since.
- WFA of San Diego's State Street Utilities Select Sector SPDR ETF position peaked at $292K in Q1 2026.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.