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Arkadios Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Arkadios Wealth 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
Q2 		$4.3M Buy
94,790
+5,242
+6% +$237K 0.07% 299
2026
Q1 		$4.11M Buy
89,548
+2,383
+3% +$107K 0.07% 300
2025
Q4 		$3.72M Buy
87,165
+24,951
+40% +$1.1M 0.07% 278
2025
Q3 		$2.71M Buy
62,214
+8,752
+16% +$370K 0.07% 314
2025
Q2 		$2.18M Buy
53,462
+5,350
+11% +$213K 0.06% 326
2025
Q1 		$1.9M Buy
48,112
+11,996
+33% +$469K 0.07% 297
2024
Q4 		$1.37M Buy
36,116
+3,408
+10% +$135K 0.07% 270
2024
Q3 		$1.32M Buy
32,708
+5,482
+20% +$203K 0.07% 255
2024
Q2 		$928K Buy
27,226
+4,390
+19% +$151K 0.06% 302
2024
Q1 		$750K Sell
22,836
-1,382
-6% -$43.1K 0.06% 294
2023
Q4 		$767K Buy
24,218
+1,558
+7% +$47.6K 0.06% 272
2023
Q3 		$668K Sell
22,660
-3,612
-14% -$116K 0.06% 276
2023
Q2 		$860K Sell
26,272
-2,198
-8% -$74K 0.1% 207
2023
Q1 		$964K Sell
28,470
-3,584
-11% -$121K 0.11% 191
2022
Q4 		$1.13M Buy
32,054
+5,206
+19% +$177K 0.15% 156
2022
Q3 		$879K Sell
26,848
-78
-0.3% -$2.86K 0.13% 175
2022
Q2 		$944K Sell
26,926
-3,726
-12% -$135K 0.14% 183
2022
Q1 		$1.14M Sell
30,652
-3,786
-11% -$131K 0.15% 167
2021
Q4 		$1.23M Buy
34,438
+2,626
+8% +$88.6K 0.16% 146
2021
Q3 		$1.02M Sell
31,812
-18,408
-37% -$615K 0.15% 163
2021
Q2 		$1.59M Buy
50,220
+15,912
+46% +$521K 0.19% 134
2021
Q1 		$1.1M Sell
34,308
-21,808
-39% -$677K 0.18% 143
2020
Q4 		$1.76M Buy
56,116
+18,254
+48% +$578K 0.37% 77
2020
Q3 		$1.21M Sell
37,862
-4,092
-10% -$121K 0.61% 38
2020
Q2 		$1.22M Sell
41,954
-382
-0.9% -$11K 0.68% 33
2020
Q1 		$1.17M Sell
42,336
-792
-2% -$25.3K 0.75% 27
2019
Q4 		$1.51M Buy
+43,128
New +$1.37M 0.9% 25

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arkadios Wealth Advisors's XLU Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.9% in Q2 2026, buying an estimated $237K and bringing the position to 94,790 shares worth $4.3M. The position accounts for 0.07% of the portfolio, ranked #299.

Arkadios Wealth Advisors first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Arkadios Wealth Advisors held 94,790 shares of State Street Utilities Select Sector SPDR ETF worth $4.3M as of Q2 2026.
  • Arkadios Wealth Advisors bought 5,242 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Arkadios Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.