WNY Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
WNY Asset Management's XLU Position: Q2 2026 in Review
WNY Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 99% in Q2 2026, selling an estimated $18.8M and leaving 6,008 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #221.
WNY Asset Management first reported a position in XLU in Q3 2023 and has held it in 8 quarters since. The position peaked at $19.3M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- WNY Asset Management held 6,008 shares of State Street Utilities Select Sector SPDR ETF worth $272K as of Q2 2026.
- WNY Asset Management sold 415,230 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $18.8M.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of WNY Asset Management's portfolio in Q2 2026, its #221 holding.
- WNY Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 8 quarters since.
- WNY Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $19.3M 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 WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.