1620 Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

1620 Investment Advisors’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	$12.7K	Hold	280	–	–	0.01%	461
2026 Q1	$12.8K	Hold	280	–	–	0.01%	439
2025 Q4	$12K	Hold	280	–	–	0.01%	440
2025 Q3	$12.2K	Hold	280	–	–	0.01%	438
2025 Q2	$11.4K	Hold	280	–	–	0.01%	444
2025 Q1	$11K	Hold	280	–	–	0.01%	437
2024 Q4	$10.6K	Hold	280	–	–	0.01%	447
2024 Q3	$11.3K	Hold	280	–	–	0.01%	458
2024 Q2	$9.54K	Buy	+280	New	+$9.62K	0.01%	455

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

1620 Investment Advisors's XLU Position: Q2 2026 in Review

1620 Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 280 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #461.

1620 Investment Advisors first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.8K in Q1 2026. 616 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

1620 Investment Advisors held 280 shares of State Street Utilities Select Sector SPDR ETF worth $12.7K as of Q2 2026.
1620 Investment Advisors 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 1620 Investment Advisors's portfolio in Q2 2026, its #461 holding.
1620 Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $12.8K in Q1 2026.
616 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.