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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Adapt Wealth Advisors's XLU Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q1 2026, selling an estimated $23.1K and leaving 16,176 shares worth $742K. The position accounts for 0.27% of the portfolio, ranked #52.

Adapt Wealth Advisors first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.93M in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Adapt Wealth Advisors held 16,176 shares of State Street Utilities Select Sector SPDR ETF worth $742K as of Q1 2026.
Adapt Wealth Advisors sold 515 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $23.1K.
State Street Utilities Select Sector SPDR ETF made up 0.27% of Adapt Wealth Advisors's portfolio in Q1 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 8 quarters since.
Adapt Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.93M in Q3 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.