Aventura Private Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Aventura Private Wealth’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	$36.1K	Hold	796	–	–	0.01%	385
2026 Q1	$36.5K	Buy	796 +200	+34%	+$8.97K	0.01%	363
2025 Q4	$25.4K	Hold	596	–	–	0.01%	380
2025 Q3	$26K	Sell	596 -116	-16%	-$4.91K	0.01%	370
2025 Q2	$29.1K	Buy	712 +628	+748%	+$25K	0.01%	331
2025 Q1	$3.31K	Hold	84	–	–	﹤0.01%	558
2024 Q4	$3.18K	Buy	+84	New	+$3.33K	﹤0.01%	545

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 22.9% 1-Year Est. Return

Aventura Private Wealth's XLU Position: Q2 2026 in Review

Aventura Private Wealth held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 796 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #385.

Aventura Private Wealth first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.5K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Aventura Private Wealth held 796 shares of State Street Utilities Select Sector SPDR ETF worth $36.1K as of Q2 2026.
Aventura Private Wealth left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #385 holding.
Aventura Private Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $36.5K in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.