Winch Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Winch Advisory Services's XLU Position: Q2 2026 in Review

Winch Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.62% in Q2 2026, buying an estimated $317 and bringing the position to 1,131 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #194.

Winch Advisory Services first reported a position in XLU in Q3 2016 and has held it in 37 quarters since. The position peaked at $613K in Q3 2016. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

• Winch Advisory Services held 1,131 shares of State Street Utilities Select Sector SPDR ETF worth $51.3K as of Q2 2026.
• Winch Advisory Services bought 7 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $317.
• State Street Utilities Select Sector SPDR ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #194 holding.
• Winch Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 37 quarters since.
• Winch Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $613K in Q3 2016.
• 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.