Avantax Planning Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Avantax Planning Partners’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	$322K	Sell	7,094 -1,310	-16%	-$59.3K	0.01%	355
2026 Q1	$386K	Sell	8,404 -920	-10%	-$41.3K	0.01%	310
2025 Q4	$398K	Buy	9,324 +10	+0.1%	+$443	0.01%	307
2025 Q3	$406K	Buy	9,314 +366	+4%	+$15.5K	0.01%	303
2025 Q2	$365K	Buy	8,948 +8	+0.1%	+$319	0.01%	314
2025 Q1	$352K	Buy	8,940 +1,008	+13%	+$39.4K	0.01%	309
2024 Q4	$300K	Hold	7,932	–	–	0.01%	333
2024 Q3	$320K	Sell	7,932 -800	-9%	-$29.7K	0.01%	321
2024 Q2	$297K	Hold	8,732	–	–	0.01%	363
2024 Q1	$287K	Sell	8,732 -466	-5%	-$14.5K	0.01%	367
2023 Q4	$291K	Sell	9,198 -2	-0%	-$61	0.01%	299
2023 Q3	$271K	Sell	9,200 -982	-10%	-$31.7K	0.01%	299
2023 Q2	$333K	Hold	10,182	–	–	0.01%	277
2023 Q1	$345K	Sell	10,182 -560	-5%	-$19K	0.01%	267
2022 Q4	$379K	Buy	10,742 +386	+4%	+$13.1K	0.02%	265
2022 Q3	$339K	Buy	10,356 +254	+3%	+$9.31K	0.02%	268
2022 Q2	$354K	Buy	10,102 +782	+8%	+$28.3K	0.02%	253
2022 Q1	$347K	Buy	9,320 +292	+3%	+$10.1K	0.01%	258
2021 Q4	$323K	Sell	9,028 -1,490	-14%	-$50.3K	0.01%	266
2021 Q3	$336K	Buy	10,518 +2,234	+27%	+$74.7K	0.02%	239
2021 Q2	$262K	Hold	8,284	–	–	0.01%	277
2021 Q1	$265K	Buy	8,284 +1,590	+24%	+$49.3K	0.01%	255
2020 Q4	$210K	Sell	6,694 -88	-1%	-$2.79K	0.01%	267
2020 Q3	$201K	Buy	+6,782	New	+$201K	0.01%	283
2020 Q1	–	Sell	-6,782	Closed	-$219K	–	318
2019 Q4	$219K	Sell	6,782 -2,308	-25%	-$73.3K	0.01%	276
2019 Q3	$294K	Buy	9,090 +1,754	+24%	+$54.1K	0.02%	238
2019 Q2	$223K	Buy	7,336 +304	+4%	+$8.93K	0.01%	275
2019 Q1	$205K	Buy	+7,032	New	+$196K	0.01%	279
2018 Q4	–	Sell	-6,700	Closed	-$176K	–	1220
2018 Q3	$176K	Buy	+6,700	New	+$178K	0.01%	258
2018 Q2	–	Sell	-5,018	Closed	-$127K	–	1514
2018 Q1	$127K	Buy	+5,018	New	+$125K	0.01%	365

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

Avantax Planning Partners's XLU Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, selling an estimated $59.3K and leaving 7,094 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #355.

Avantax Planning Partners first reported a position in XLU in Q1 2018 and has held it in 30 quarters since. The position peaked at $406K in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Avantax Planning Partners held 7,094 shares of State Street Utilities Select Sector SPDR ETF worth $322K as of Q2 2026.
Avantax Planning Partners sold 1,310 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $59.3K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #355 holding.
Avantax Planning Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2018 and has held it in 30 quarters since.
Avantax Planning Partners's State Street Utilities Select Sector SPDR ETF position peaked at $406K in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.