American Alpha 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
$976K Buy
21,259
+708
+3% +$31.8K 0.52% 39
2025
Q4
$877K Buy
20,551
+2,029
+11% +$89.9K 0.52% 39
2025
Q3
$808K Buy
18,522
+7,684
+71% +$325K 0.56% 35
2025
Q2
$443K Sell
10,838
-466
-4% -$18.6K 0.35% 54
2025
Q1
$446K Buy
11,304
+6
+0.1% +$234 0.37% 51
2024
Q4
$428K Buy
11,298
+568
+5% +$22.5K 0.38% 41
2024
Q3
$433K Buy
+10,730
New +$398K 0.4% 53

Other funds holding XLU

American Alpha Advisors's XLU Position: Q1 2026 in Review

American Alpha Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.4% in Q1 2026, buying an estimated $31.8K and bringing the position to 21,259 shares worth $976K. The position accounts for 0.52% of the portfolio, ranked #39.

American Alpha Advisors first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • American Alpha Advisors held 21,259 shares of State Street Utilities Select Sector SPDR ETF worth $976K as of Q1 2026.
  • American Alpha Advisors bought 708 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $31.8K.
  • State Street Utilities Select Sector SPDR ETF made up 0.52% of American Alpha Advisors's portfolio in Q1 2026, its #39 holding.
  • American Alpha Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on American Alpha Advisors's 13F filing for Q1 2026, filed 15 May 2026.