Advance Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Advance Capital Management’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	$341K	Buy	7,434 +217	+3%	+$9.74K	0.01%	132
2025 Q4	$308K	Buy	7,217 +1	+0%	+$44	0.01%	131
2025 Q3	$315K	Hold	7,216	–	–	0.01%	133
2025 Q2	$295K	Buy	7,216 +236	+3%	+$9.4K	0.01%	131
2025 Q1	$275K	Sell	6,980 -476	-6%	-$18.6K	0.01%	125
2024 Q4	$282K	Buy	7,456 +476	+7%	+$18.9K	0.01%	121
2024 Q3	$282K	Hold	6,980	–	–	0.01%	120
2024 Q2	$238K	Hold	6,980	–	–	0.01%	132
2024 Q1	$229K	Sell	6,980 -1,612	-19%	-$50.3K	0.02%	134
2023 Q4	$272K	Sell	8,592 -128	-1%	-$3.91K	0.02%	103
2023 Q3	$257K	Buy	8,720 +128	+1%	+$4.13K	0.02%	104
2023 Q2	$281K	Hold	8,592	–	–	0.03%	92
2023 Q1	$291K	Hold	8,592	–	–	0.05%	81
2022 Q4	$303K	Hold	8,592	–	–	0.04%	77
2022 Q3	$281K	Buy	8,592 +128	+2%	+$4.69K	0.03%	68
2022 Q2	$297K	Hold	8,464	–	–	0.04%	62
2022 Q1	$315K	Sell	8,464 -12	-0.1%	-$416	0.04%	60
2021 Q4	$303K	Buy	+8,476	New	+$286K	0.06%	66

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

Advance Capital Management's XLU Position: Q1 2026 in Review

Advance Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3% in Q1 2026, buying an estimated $9.74K and bringing the position to 7,434 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #132.

Advance Capital Management first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Advance Capital Management held 7,434 shares of State Street Utilities Select Sector SPDR ETF worth $341K as of Q1 2026.
Advance Capital Management bought 217 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $9.74K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #132 holding.
Advance Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.