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AdvisorShares Investments’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

AdvisorShares Investments’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
-59,532
Closed -$2.6M – 359
2025
Q3 		$2.6M Buy
+59,532
New +$2.52M 0.42% 38
2024
Q3 		– Sell
-43,600
Closed -$1.48M – 310
2024
Q2 		$1.48M Buy
+43,600
New +$1.5M 0.26% 46

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AdvisorShares Investments's XLU Position: Q4 2025 in Review

AdvisorShares Investments sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 59,532 shares — an estimated $2.6M sold.

AdvisorShares Investments first reported a position in XLU in Q2 2024 and held it in 2 quarters. The position peaked at $2.6M in Q3 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • AdvisorShares Investments reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 59,532 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $2.6M.
  • AdvisorShares Investments first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • AdvisorShares Investments's State Street Utilities Select Sector SPDR ETF position peaked at $2.6M in Q3 2025.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.