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

Advisor Resource Council’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	$1.4M	Buy	+30,926	New	+$1.4M	0.4%	36
2025 Q2	–	Sell	-77,490	Closed	-$2.95M	–	613
2025 Q1	$2.95M	Buy	+77,490	New	+$3.03M	0.24%	110
2024 Q4	–	Sell	-10,040	Closed	-$406K	–	286
2024 Q3	$406K	Buy	+10,040	New	+$372K	0.18%	143
2024 Q2	–	Sell	-12,554	Closed	-$398K	–	239
2024 Q1	$398K	Sell	12,554 -62,622	-83%	-$1.95M	0.17%	140
2023 Q4	$2.38M	Buy	+75,176	New	+$2.3M	0.28%	86
2023 Q3	–	Sell	-8,194	Closed	-$268K	–	181
2023 Q2	$268K	Sell	8,194 -150,118	-95%	-$5.05M	0.12%	124
2023 Q1	$5.52M	Buy	158,312 +142,624	+909%	+$4.83M	1.39%	11
2022 Q4	$553K	Sell	15,688 -18,788	-54%	-$639K	0.27%	74
2022 Q3	$1.13M	Sell	34,476 -370,440	-91%	-$13.6M	0.76%	30
2022 Q2	$14.2M	Buy	404,916 +272,668	+206%	+$9.87M	1.32%	17
2022 Q1	$4.92M	Sell	132,248 -123,692	-48%	-$4.29M	1.48%	17
2021 Q4	$9.16M	Buy	255,940 +185,308	+262%	+$6.25M	0.71%	28
2021 Q3	$2.26M	Sell	70,632 -99,110	-58%	-$3.31M	0.68%	35
2021 Q2	$5.37M	Buy	+169,742	New	+$5.56M	0.56%	34

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 Resource Council's XLU Position: Q2 2026 in Review

Advisor Resource Council opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 30,926 shares worth $1.4M. The stake represents 0.4% of the portfolio and ranks #36 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in XLU as recently as Q1 2025.

Advisor Resource Council first reported a position in XLU in Q2 2021 and has held it in 14 quarters since. The position peaked at $14.2M in Q2 2022. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Advisor Resource Council held 30,926 shares of State Street Utilities Select Sector SPDR ETF worth $1.4M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Advisor Resource Council position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.4% of Advisor Resource Council's portfolio in Q2 2026, its #36 holding.
Advisor Resource Council first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
Advisor Resource Council's State Street Utilities Select Sector SPDR ETF position peaked at $14.2M in Q2 2022.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.