Advyzon Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Advyzon Investment Management's XLU Position: Q2 2026 in Review
Advyzon Investment Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.55% in Q2 2026, selling an estimated $6.43K and leaving 25,598 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #233.
Advyzon Investment Management first reported a position in XLU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Advyzon Investment Management held 25,598 shares of State Street Utilities Select Sector SPDR ETF worth $1.16M as of Q2 2026.
- Advyzon Investment Management sold 142 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.43K.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #233 holding.
- Advyzon Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
- Advyzon Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.54M in Q2 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.