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

AssuredPartners 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
Q1 		$358K Buy
+7,764
New +$348K 0.04% 305

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

AssuredPartners Investment Advisors's XLU Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 7,764 shares worth $358K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings.

1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • AssuredPartners Investment Advisors held 7,764 shares of State Street Utilities Select Sector SPDR ETF worth $358K as of Q1 2026.
  • State Street Utilities Select Sector SPDR ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #305 holding.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.