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

Advisors Preferred’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
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	+$10.9K	0.01%	219
2014 Q2	–	Sell	-82,802	Closed	-$1.72M	–	465
2014 Q1	$1.72M	Buy	+82,802	New	+$1.63M	0.78%	47

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisors Preferred's XLU Position: Q4 2025 in Review

Advisors Preferred sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 11,600 shares — an estimated $511K sold.

Advisors Preferred first reported a position in XLU in Q1 2014 and held it in 16 quarters. The position peaked at $1.72M in Q1 2014. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Advisors Preferred reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 11,600 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $511K.
Advisors Preferred first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and held it in 16 quarters.
Advisors Preferred's State Street Utilities Select Sector SPDR ETF position peaked at $1.72M in Q1 2014.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.