World Equity Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

World Equity Group’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	$364K	Buy	8,031 +66	+0.8%	+$2.99K	0.08%	274
2026 Q1	$366K	Sell	7,965 -5	-0.1%	-$224	0.09%	251
2025 Q4	$340K	Sell	7,970 -204	-2%	-$9.03K	0.1%	235
2025 Q3	$356K	Sell	8,174 -10,842	-57%	-$459K	0.08%	231
2025 Q2	$776K	Buy	19,016 +13,440	+241%	+$536K	0.21%	104
2025 Q1	$220K	Sell	5,576 -18,632	-77%	-$728K	0.06%	280
2024 Q4	$916K	Buy	24,208 +16,662	+221%	+$661K	0.2%	111
2024 Q3	$305K	Buy	7,546 +632	+9%	+$23.4K	0.11%	178
2024 Q2	$236K	Buy	+6,914	New	+$237K	0.07%	236
2023 Q1	–	Sell	-8,958	Closed	-$316K	–	595
2022 Q4	$316K	Sell	8,958 -510	-5%	-$17.3K	0.07%	242
2022 Q3	$310K	Buy	+9,468	New	+$347K	0.08%	242

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

World Equity Group's XLU Position: Q2 2026 in Review

World Equity Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.83% in Q2 2026, buying an estimated $2.99K and bringing the position to 8,031 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #274.

World Equity Group first reported a position in XLU in Q3 2022 and has held it in 11 quarters since. The position peaked at $916K in Q4 2024. 359 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

World Equity Group held 8,031 shares of State Street Utilities Select Sector SPDR ETF worth $364K as of Q2 2026.
World Equity Group bought 66 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.99K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #274 holding.
World Equity Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 11 quarters since.
World Equity Group's State Street Utilities Select Sector SPDR ETF position peaked at $916K in Q4 2024.
359 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.