Armor Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Armor Investment 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	$84.8K	Hold	1,870	–	–	0.03%	114
2026 Q1	$85.8K	Hold	1,870	–	–	0.03%	120
2025 Q4	$79.8K	Hold	1,870	–	–	0.03%	111
2025 Q3	$81.5K	Hold	1,870	–	–	0.03%	114
2025 Q2	$76.4K	Hold	1,870	–	–	0.03%	115
2025 Q1	$73.7K	Hold	1,870	–	–	0.03%	116
2024 Q4	$70.8K	Hold	1,870	–	–	0.03%	114
2024 Q3	$75.5K	Hold	1,870	–	–	0.03%	118
2024 Q2	$63.7K	Hold	1,870	–	–	0.03%	115
2024 Q1	$61.4K	Hold	1,870	–	–	0.03%	121
2023 Q4	$59.2K	Buy	1,870 +760	+68%	+$23.2K	0.03%	126
2023 Q3	$32.7K	Hold	1,110	–	–	0.02%	133
2023 Q2	$36.3K	Hold	1,110	–	–	0.02%	127
2023 Q1	$37.6K	Hold	1,110	–	–	0.02%	139
2022 Q4	$39.1K	Hold	1,110	–	–	0.02%	137
2022 Q3	$36K	Hold	1,110	–	–	0.02%	135
2022 Q2	$39K	Hold	1,110	–	–	0.03%	132
2022 Q1	$41K	Buy	+1,110	New	+$38.5K	0.02%	137

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

Armor Investment Advisors's XLU Position: Q2 2026 in Review

Armor Investment Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 1,870 shares worth $84.8K. The position accounts for 0.03% of the portfolio, ranked #114.

Armor Investment Advisors first reported a position in XLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $85.8K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Armor Investment Advisors held 1,870 shares of State Street Utilities Select Sector SPDR ETF worth $84.8K as of Q2 2026.
Armor Investment Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Armor Investment Advisors's portfolio in Q2 2026, its #114 holding.
Armor Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Armor Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $85.8K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.