All Terrain Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

All Terrain Financial Advisors’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 Q1	$361K	Buy	7,860 +10	+0.1%	+$449	0.08%	99
2025 Q4	$335K	Buy	7,850 +10	+0.1%	+$443	0.08%	101
2025 Q3	$342K	Sell	7,840 -486	-6%	-$20.6K	0.09%	98
2025 Q2	$340K	Sell	8,326 -586	-7%	-$23.3K	0.1%	80
2025 Q1	$351K	Buy	8,912 +12	+0.1%	+$469	0.11%	72
2024 Q4	$337K	Buy	8,900 +12	+0.1%	+$476	0.11%	63
2024 Q3	$359K	Sell	8,888 -926	-9%	-$34.4K	0.13%	64
2024 Q2	$334K	Sell	9,814 -80	-0.8%	-$2.75K	0.13%	65
2024 Q1	$325K	Buy	9,894 +20	+0.2%	+$624	0.13%	69
2023 Q4	$313K	Buy	9,874 +22	+0.2%	+$673	0.12%	66
2023 Q3	$290K	Buy	9,852 +18	+0.2%	+$580	0.12%	69
2023 Q2	$322K	Buy	9,834 +18	+0.2%	+$606	0.12%	65
2023 Q1	$332K	Buy	9,816 +18	+0.2%	+$610	0.14%	61
2022 Q4	$345K	Buy	9,798 +18	+0.2%	+$612	0.15%	59
2022 Q3	$320K	Sell	9,780 -36	-0.4%	-$1.32K	0.14%	57
2022 Q2	$344K	Sell	9,816 -554	-5%	-$20.1K	0.15%	55
2022 Q1	$386K	Buy	10,370 +16	+0.2%	+$555	0.16%	60
2021 Q4	$371K	Buy	10,354 +18	+0.2%	+$607	0.15%	55
2021 Q3	$330K	Buy	10,336 +2,744	+36%	+$91.7K	0.14%	59
2021 Q2	$240K	Buy	+7,592	New	+$249K	0.11%	77

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

All Terrain Financial Advisors's XLU Position: Q1 2026 in Review

All Terrain Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.13% in Q1 2026, buying an estimated $449 and bringing the position to 7,860 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #99.

All Terrain Financial Advisors first reported a position in XLU in Q2 2021 and has held it in 20 quarters since. The position peaked at $386K in Q1 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

All Terrain Financial Advisors held 7,860 shares of State Street Utilities Select Sector SPDR ETF worth $361K as of Q1 2026.
All Terrain Financial Advisors bought 10 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $449.
State Street Utilities Select Sector SPDR ETF made up 0.08% of All Terrain Financial Advisors's portfolio in Q1 2026, its #99 holding.
All Terrain Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
All Terrain Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $386K in Q1 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.