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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$980K Buy
+24,600
New +$1.07M 0.11% 113
2025
Q4
– Sell
-11,600
Closed -$511K – 319
2025
Q3
$511K Buy
+11,600
New +$491K 0.08% 135
2025
Q2
– Sell
-5,668
Closed -$224K – 302
2025
Q1
$224K Buy
+5,668
New +$221K 0.03% 200
2024
Q4
– Sell
-2,826
Closed -$115K – 299
2024
Q3
$115K Buy
+2,826
New +$105K 0.02% 165
2023
Q1
– Sell
-4,318
Closed -$152K – 263
2022
Q4
$152K Buy
+4,318
New +$147K 0.06% 100
2022
Q3
– Sell
-2,960
Closed -$104K – 190
2022
Q2
$104K Buy
+2,960
New +$107K 0.03% 120
2020
Q2
– Sell
-1,354
Closed -$38K – 186
2020
Q1
$38K Sell
1,354
-12,330
-90% -$394K 0.02% 90
2019
Q4
$442K Buy
13,684
+672
+5% +$21.3K 0.12% 55
2019
Q3
$421K Buy
13,012
+3,398
+35% +$105K 0.11% 56
2019
Q2
$286K Sell
9,614
-1,490
-13% -$43.8K 0.1% 64
2019
Q1
$323K Buy
11,104
+2,664
+32% +$74.1K 0.1% 72
2018
Q4
$223K Buy
8,440
+6,232
+282% +$169K 0.27% 55
2018
Q3
$58K Buy
+2,208
New +$58.7K 0.03% 142
2016
Q3
– Sell
-1,278
Closed -$34K – 282
2016
Q2
$34K Buy
+1,278
New +$31.5K 0.02% 110
2015
Q4
– Sell
-882
Closed -$19K – 273
2015
Q3
$19K Buy
+882
New +$19K 0.02% 102
2015
Q2
– Sell
-474
Closed -$10.5K – 294
2015
Q1
$10.5K Buy
+474
New +$11K 0.01% 219
2014
Q2
– Sell
-82,802
Closed -$1.72M – 466
2014
Q1
$1.72M Buy
+82,802
New +$1.63M 0.78% 47

Other funds holding XLU

Advisors Preferred's XLU Position: Q3 2026 in Review

Advisors Preferred opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 24,600 shares worth $980K. The stake represents 0.11% of the portfolio and ranks #113 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in XLU as recently as Q3 2025.

Advisors Preferred first reported a position in XLU in Q1 2014 and has held it in 17 quarters since. The position peaked at $1.72M in Q1 2014. 1,271 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Advisors Preferred held 24,600 shares of State Street Utilities Select Sector SPDR ETF worth $980K as of Q3 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Advisors Preferred position in Q3 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of Advisors Preferred's portfolio in Q3 2026, its #113 holding.
  • Advisors Preferred first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 17 quarters since.
  • Advisors Preferred's State Street Utilities Select Sector SPDR ETF position peaked at $1.72M in Q1 2014.
  • 1,271 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.