Ally Invest Advisors’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
Q1
$290K Sell
6,312
-81
-1% -$3.63K 0.02% 68
2025
Q4
$273K Sell
6,393
-315
-5% -$13.9K 0.02% 72
2025
Q3
$293K Buy
6,708
+282
+4% +$11.9K 0.02% 66
2025
Q2
$262K Buy
6,426
+174
+3% +$6.93K 0.02% 66
2025
Q1
$247K Sell
6,252
-82
-1% -$3.2K 0.02% 64
2024
Q4
$240K Buy
6,334
+518
+9% +$20.6K 0.02% 66
2024
Q3
$235K Sell
5,816
-586
-9% -$21.7K 0.02% 66
2024
Q2
$218K Buy
+6,402
New +$220K 0.02% 61

Other funds holding XLU

Ally Invest Advisors's XLU Position: Q1 2026 in Review

Ally Invest Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q1 2026, selling an estimated $3.63K and leaving 6,312 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #68.

Ally Invest Advisors first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. The position peaked at $293K in Q3 2025. 1,592 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Ally Invest Advisors held 6,312 shares of State Street Utilities Select Sector SPDR ETF worth $290K as of Q1 2026.
  • Ally Invest Advisors sold 81 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.63K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Ally Invest Advisors's portfolio in Q1 2026, its #68 holding.
  • Ally Invest Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
  • Ally Invest Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $293K in Q3 2025.
  • 1,592 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.