Wolff Wiese Magana’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wolff Wiese Magana’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	$15.6K	Hold	343	–	–	0.01%	416
2026 Q1	$15.7K	Buy	343 +43	+14%	+$1.93K	0.01%	373
2025 Q4	$12.8K	Hold	300	–	–	0.01%	395
2025 Q3	$13.1K	Hold	300	–	–	0.01%	401
2025 Q2	$12.2K	Hold	300	–	–	0.01%	372
2025 Q1	$11.8K	Hold	300	–	–	0.01%	376
2024 Q4	$11.4K	Hold	300	–	–	0.01%	403
2024 Q3	$12.1K	Hold	300	–	–	0.01%	402
2024 Q2	$10.2K	Hold	300	–	–	0.01%	321
2024 Q1	$9.85K	Hold	300	–	–	0.01%	299
2023 Q4	$9.5K	Sell	300 -2,586	-90%	-$79.1K	0.01%	293
2023 Q3	$85K	Sell	2,886 -162	-5%	-$5.22K	0.07%	143
2023 Q2	$99.7K	Buy	3,048 +2	+0.1%	+$67	0.08%	135
2023 Q1	$103K	Hold	3,046	–	–	0.08%	134
2022 Q4	$107K	Sell	3,046 -2,360	-44%	-$80.2K	0.09%	127
2022 Q3	$177K	Buy	5,406 +248	+5%	+$9.09K	0.14%	115
2022 Q2	$181K	Buy	5,158 +2,782	+117%	+$101K	0.13%	122
2022 Q1	$88K	Buy	2,376 +1,776	+296%	+$61.6K	0.06%	206
2021 Q4	$21K	Buy	+600	New	+$20.2K	0.01%	426
2021 Q1	–	Sell	-1,408	Closed	-$44K	–	780
2020 Q4	$44K	Buy	+1,408	New	+$44.6K	0.04%	284

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 22.9% 1-Year Est. Return

Wolff Wiese Magana's XLU Position: Q2 2026 in Review

Wolff Wiese Magana held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 343 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #416.

Wolff Wiese Magana first reported a position in XLU in Q4 2020 and has held it in 20 quarters since. The position peaked at $181K in Q2 2022. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Wolff Wiese Magana held 343 shares of State Street Utilities Select Sector SPDR ETF worth $15.6K as of Q2 2026.
Wolff Wiese Magana left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #416 holding.
Wolff Wiese Magana first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Wolff Wiese Magana's State Street Utilities Select Sector SPDR ETF position peaked at $181K in Q2 2022.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.