Adapt Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Adapt Wealth 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	$651K	Sell	14,352 -1,824	-11%	-$82.6K	0.21%	52
2026 Q1	$742K	Sell	16,176 -515	-3%	-$23.1K	0.27%	52
2025 Q4	$713K	Sell	16,691 -5,993	-26%	-$265K	0.25%	53
2025 Q3	$989K	Sell	22,684 -2,132	-9%	-$90.2K	0.37%	44
2025 Q2	$1.01M	Sell	24,816 -3,122	-11%	-$124K	0.45%	30
2025 Q1	$1.1M	Sell	27,938 -2,944	-10%	-$115K	0.54%	29
2024 Q4	$1.17M	Sell	30,882 -140,686	-82%	-$5.58M	0.58%	32
2024 Q3	$6.93M	Buy	171,568 +13,838	+9%	+$513K	3.71%	8
2024 Q2	$5.37M	Buy	+157,730	New	+$5.42M	3.37%	10

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 22.96% 1-Year Est. Return

Adapt Wealth Advisors's XLU Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, selling an estimated $82.6K and leaving 14,352 shares worth $651K. The position accounts for 0.21% of the portfolio, ranked #52.

Adapt Wealth Advisors first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.93M in Q3 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Adapt Wealth Advisors held 14,352 shares of State Street Utilities Select Sector SPDR ETF worth $651K as of Q2 2026.
Adapt Wealth Advisors sold 1,824 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $82.6K.
State Street Utilities Select Sector SPDR ETF made up 0.21% of Adapt Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Adapt Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.93M in Q3 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.