Advisor OS’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Advisor OS’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	–	Sell	-43,880	Closed	-$2.01M	–	630
2026 Q1	$2.01M	Sell	43,880 -676	-2%	-$30.3K	0.15%	104
2025 Q4	$1.9M	Buy	+44,556	New	+$1.97M	0.15%	102
2025 Q3	–	Sell	-43,782	Closed	-$1.79M	–	516
2025 Q2	$1.79M	Buy	43,782 +30,504	+230%	+$1.22M	0.18%	85
2025 Q1	$524K	Buy	+13,278	New	+$519K	0.06%	230
2023 Q1	–	Sell	-73,122	Closed	-$2.58M	–	251
2022 Q4	$2.58M	Buy	73,122 +10,610	+17%	+$361K	0.68%	35
2022 Q3	$2.05M	Buy	62,512 +5,418	+9%	+$199K	0.62%	34
2022 Q2	$2M	Buy	+57,094	New	+$2.07M	0.58%	40
2021 Q1	–	Sell	-93,100	Closed	-$3.52M	–	211
2020 Q4	$3.52M	Buy	+93,100	New	+$2.95M	0.94%	21

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

Advisor OS's XLU Position: Q2 2026 in Review

Advisor OS sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 43,880 shares — an estimated $2.01M sold.

Advisor OS first reported a position in XLU in Q4 2020 and held it in 8 quarters. The position peaked at $3.52M in Q4 2020. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Advisor OS reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 43,880 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.01M.
Advisor OS first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
Advisor OS's State Street Utilities Select Sector SPDR ETF position peaked at $3.52M in Q4 2020.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.