Ameritas Advisory Services’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
$1.43M Sell
31,125
-2,905
-9% -$130K 0.06% 292
2025
Q4
$1.45M Buy
34,030
+10,018
+42% +$444K 0.05% 294
2025
Q3
$1.05M Sell
24,012
-51,230
-68% -$2.17M 0.07% 246
2025
Q2
$3.07M Buy
75,242
+9,228
+14% +$368K 0.16% 135
2025
Q1
$2.57M Buy
66,014
+8,528
+15% +$333K 0.1% 192
2024
Q4
$2.18M Buy
57,486
+574
+1% +$22.8K 0.08% 238
2024
Q3
$2.3M Sell
56,912
-16,290
-22% -$604K 0.1% 200
2024
Q2
$2.49M Buy
73,202
+11,668
+19% +$401K 0.09% 213
2024
Q1
$2.05M Buy
61,534
+9,614
+19% +$300K 0.08% 224
2023
Q4
$1.63M Sell
51,920
-13,186
-20% -$403K 0.09% 198
2023
Q3
$1.92M Buy
65,106
+36,670
+129% +$1.18M 0.1% 207
2023
Q2
$930K Sell
28,436
-50,166
-64% -$1.69M 0.12% 190
2023
Q1
$2.72M Sell
78,602
-71,880
-48% -$2.44M 0.14% 148
2022
Q4
$5.3M Sell
150,482
-5,152
-3% -$175K 0.25% 96
2022
Q3
$5.1M Buy
155,634
+9,708
+7% +$356K 0.3% 73
2022
Q2
$5.12M Buy
145,926
+71,636
+96% +$2.59M 0.3% 70
2022
Q1
$2.77M Buy
74,290
+6,476
+10% +$225K 0.1% 160
2021
Q4
$2.43M Buy
+67,814
New +$2.29M 0.09% 195

Other funds holding XLU

Ameritas Advisory Services's XLU Position: Q1 2026 in Review

Ameritas Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.5% in Q1 2026, selling an estimated $130K and leaving 31,125 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #292.

Ameritas Advisory Services first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.3M in Q4 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Ameritas Advisory Services held 31,125 shares of State Street Utilities Select Sector SPDR ETF worth $1.43M as of Q1 2026.
  • Ameritas Advisory Services sold 2,905 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $130K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Ameritas Advisory Services's portfolio in Q1 2026, its #292 holding.
  • Ameritas Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $5.3M in Q4 2022.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.