Avestar Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Avestar Capital’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	$798K	Buy	+17,599	New	+$797K	0.04%	279
2019 Q3	–	Sell	-2,500	Closed	-$74K	–	861
2019 Q2	$74K	Hold	2,500	–	–	0.05%	245
2019 Q1	$72K	Sell	2,500 -3,086	-55%	-$85.8K	0.05%	239
2018 Q4	$147K	Hold	5,586	–	–	0.1%	126
2018 Q3	$147K	Hold	5,586	–	–	0.09%	152
2018 Q2	$145K	Buy	+5,586	New	+$140K	0.09%	153
2018 Q1	–	Sell	-148	Closed	-$3K	–	962
2017 Q4	$3K	Buy	+148	New	+$4.06K	﹤0.01%	611

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

Avestar Capital's XLU Position: Q2 2026 in Review

Avestar Capital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 17,599 shares worth $798K. The stake represents 0.04% of the portfolio and ranks #279 among its holdings. This is a return to the name: Avestar Capital previously reported a position in XLU as recently as Q2 2019.

Avestar Capital first reported a position in XLU in Q4 2017 and has held it in 7 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Avestar Capital held 17,599 shares of State Street Utilities Select Sector SPDR ETF worth $798K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Avestar Capital position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #279 holding.
Avestar Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.