Asset Allocation Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Asset Allocation Strategies's XLU Position: Q1 2026 in Review
Asset Allocation Strategies reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q1 2026, selling an estimated $232K and leaving 34,235 shares worth $1.57M. The position accounts for 0.28% of the portfolio, ranked #67.
Asset Allocation Strategies first reported a position in XLU in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.57M in Q2 2023. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Asset Allocation Strategies held 34,235 shares of State Street Utilities Select Sector SPDR ETF worth $1.57M as of Q1 2026.
- Asset Allocation Strategies sold 5,166 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $232K.
- State Street Utilities Select Sector SPDR ETF made up 0.28% of Asset Allocation Strategies's portfolio in Q1 2026, its #67 holding.
- Asset Allocation Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
- Asset Allocation Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $6.57M in Q2 2023.
- 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.