Arax Advisory Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Arax Advisory Partners’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 Q2	$14.9M	Buy	327,954 +296,658	+948%	+$13.4M	0.1%	219
2026 Q1	$1.44M	Buy	31,296 +11,545	+58%	+$518K	0.04%	349
2025 Q4	$843K	Buy	+19,751	New	+$875K	0.02%	422
2025 Q3	–	Sell	-1,782	Closed	-$72.8K	–	4343
2025 Q2	$72.8K	Hold	1,782	–	–	﹤0.01%	1078
2025 Q1	$70.3K	Sell	1,782 -3,120	-64%	-$122K	﹤0.01%	836
2024 Q4	$186K	Buy	4,902 +638	+15%	+$25.3K	0.01%	509
2024 Q3	$172K	Sell	4,264 -126	-3%	-$4.67K	0.02%	378
2024 Q2	$150K	Sell	4,390 -408	-9%	-$14K	0.01%	386
2024 Q1	$157K	Sell	4,798 -142	-3%	-$4.43K	0.02%	326
2023 Q4	$156K	Sell	4,940 -764	-13%	-$23.4K	0.02%	314
2023 Q3	$168K	Sell	5,704 -666	-10%	-$21.5K	0.02%	281
2023 Q2	$208K	Sell	6,370 -1,554	-20%	-$52.3K	0.03%	234
2023 Q1	$268K	Sell	7,924 -240	-3%	-$8.13K	0.04%	197
2022 Q4	$288K	Buy	8,164 +22	+0.3%	+$748	0.04%	183
2022 Q3	$267K	Buy	8,142 +4,712	+137%	+$173K	0.04%	171
2022 Q2	$120K	Buy	3,430 +2	+0.1%	+$72	0.02%	285
2022 Q1	$128K	Buy	3,428 +18	+0.5%	+$624	0.02%	300
2021 Q4	$122K	Buy	3,410 +76	+2%	+$2.56K	0.02%	310
2021 Q3	$107K	Buy	3,334 +18	+0.5%	+$602	0.01%	318
2021 Q2	$105K	Buy	+3,316	New	+$109K	0.01%	325
2020 Q4	$111K	Buy	3,536 +22	+0.6%	+$696	0.02%	286
2020 Q3	$104K	Buy	3,514 +20	+0.6%	+$594	0.02%	267
2020 Q2	$99K	Sell	3,494 -12	-0.3%	-$346	0.02%	260
2020 Q1	$97K	Buy	3,506 +338	+11%	+$10.8K	0.02%	236
2019 Q4	$102K	Buy	3,168 +24	+0.8%	+$762	0.03%	245
2019 Q3	$102K	Buy	3,144 +24	+0.8%	+$740	0.03%	241
2019 Q2	$93K	Buy	+3,120	New	+$91.6K	0.03%	245
2018 Q4	$81K	Buy	3,072 +26	+0.9%	+$707	0.03%	209
2018 Q3	$80K	Buy	+3,046	New	+$80.9K	0.03%	232

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arax Advisory Partners's XLU Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 948% in Q2 2026, buying an estimated $13.4M and bringing the position to 327,954 shares worth $14.9M. The position accounts for 0.1% of the portfolio, ranked #219.

Arax Advisory Partners first reported a position in XLU in Q3 2018 and has held it in 29 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Arax Advisory Partners held 327,954 shares of State Street Utilities Select Sector SPDR ETF worth $14.9M as of Q2 2026.
Arax Advisory Partners bought 296,658 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4M.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Arax Advisory Partners's portfolio in Q2 2026, its #219 holding.
Arax Advisory Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.