Avantax Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Avantax Advisory Services’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
2025 Q2	$19.9M	Buy	486,488 +131,612	+37%	+$5.24M	0.11%	144
2025 Q1	$14M	Buy	354,876 +239,840	+208%	+$9.37M	0.08%	183
2024 Q4	$4.35M	Sell	115,036 -5,872	-5%	-$233K	0.03%	445
2024 Q3	$4.88M	Sell	120,908 -29,370	-20%	-$1.09M	0.03%	399
2024 Q2	$5.12M	Buy	150,278 +598	+0.4%	+$20.5K	0.04%	361
2024 Q1	$4.91M	Sell	149,680 -5,018	-3%	-$157K	0.04%	311
2023 Q4	$4.9M	Buy	154,698 +1,580	+1%	+$48.3K	0.05%	288
2023 Q3	$4.51M	Buy	153,118 +17,004	+12%	+$548K	0.05%	279
2023 Q2	$4.45M	Buy	136,114 +25,248	+23%	+$850K	0.05%	279
2023 Q1	$3.75M	Sell	110,866 -44,360	-29%	-$1.5M	0.05%	300
2022 Q4	$5.47M	Sell	155,226 -19,964	-11%	-$679K	0.07%	206
2022 Q3	$5.74M	Buy	175,190 +37,698	+27%	+$1.38M	0.09%	173
2022 Q2	$4.82M	Buy	137,492 +79,868	+139%	+$2.89M	0.07%	205
2022 Q1	$2.15M	Sell	57,624 -11,524	-17%	-$400K	0.03%	358
2021 Q4	$2.48M	Sell	69,148 -7,356	-10%	-$248K	0.04%	327
2021 Q3	$2.45M	Buy	76,504 +8,650	+13%	+$289K	0.04%	304
2021 Q2	$2.15M	Buy	67,854 +5,258	+8%	+$172K	0.04%	314
2021 Q1	$2M	Sell	62,596 -11,250	-15%	-$349K	0.04%	288
2020 Q4	$2.32M	Sell	73,846 -134,954	-65%	-$4.27M	0.06%	244
2020 Q3	$6.19M	Buy	208,800 +124,642	+148%	+$3.7M	0.1%	175
2020 Q2	$2.39M	Buy	84,158 +4,260	+5%	+$123K	0.07%	194
2020 Q1	$2.22M	Sell	79,898 -25,278	-24%	-$808K	0.07%	175
2019 Q4	$3.4M	Buy	105,176 +30,762	+41%	+$977K	0.08%	146
2019 Q3	$2.41M	Buy	74,414 +12,594	+20%	+$389K	0.1%	108
2019 Q2	$1.84M	Buy	61,820 +19,558	+46%	+$574K	0.08%	127
2019 Q1	$1.23M	Buy	42,262 +30,174	+250%	+$839K	0.07%	153
2018 Q4	$318K	Buy	+12,088	New	+$328K	0.05%	290

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's XLU Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 37% in Q2 2025, buying an estimated $5.24M and bringing the position to 486,488 shares worth $19.9M. The position accounts for 0.11% of the portfolio, ranked #144.

Avantax Advisory Services first reported a position in XLU in Q4 2018 and has held it in 27 quarters since. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Avantax Advisory Services held 486,488 shares of State Street Utilities Select Sector SPDR ETF worth $19.9M as of Q2 2025.
Avantax Advisory Services bought 131,612 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $5.24M.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #144 holding.
Avantax Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.