Avidian Wealth Enterprises’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Avidian Wealth Enterprises’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 Q3	–	Sell	-4,685	Closed	-$212K	–	806
2026 Q2	$212K	Buy	4,685 +15	+0.3%	+$679	0.01%	688
2026 Q1	$214K	Sell	4,670 -1,153	-20%	-$51.7K	0.01%	631
2025 Q4	$249K	Buy	+5,823	New	+$258K	0.01%	508
2025 Q2	–	Sell	-8,508	Closed	-$335K	–	576
2025 Q1	$335K	Buy	8,508 +152	+2%	+$5.94K	0.01%	389
2024 Q4	$316K	Sell	8,356 -46	-0.5%	-$1.82K	0.01%	387
2024 Q3	$339K	Buy	8,402 +1,800	+27%	+$66.8K	0.02%	374
2024 Q2	$225K	Buy	+6,602	New	+$227K	0.01%	459
2023 Q4	–	Sell	-148,138	Closed	-$4.36M	–	436
2023 Q3	$4.36M	Buy	148,138 +9,898	+7%	+$319K	0.31%	67
2023 Q2	$4.52M	Buy	138,240 +108,500	+365%	+$3.65M	0.3%	70
2023 Q1	$1.01M	Buy	+29,740	New	+$1.01M	0.06%	198
2022 Q4	–	Sell	-32,784	Closed	-$1.07M	–	481
2022 Q3	$1.07M	Sell	32,784 -2,584	-7%	-$94.7K	0.08%	141
2022 Q2	$1.24M	Sell	35,368 -3,896	-10%	-$141K	0.09%	144
2022 Q1	$1.46M	Buy	39,264 +33,356	+565%	+$1.16M	0.09%	147
2021 Q4	$211K	Buy	+5,908	New	+$199K	0.01%	485
2020 Q4	–	Sell	-10,168	Closed	-$302K	–	348
2020 Q3	$302K	Sell	10,168 -8,038	-44%	-$239K	0.03%	216
2020 Q2	$514K	Sell	18,206 -8,740	-32%	-$252K	0.07%	137
2020 Q1	$747K	Buy	26,946 +492	+2%	+$15.7K	0.12%	85
2019 Q4	$855K	Sell	26,454 -20,050	-43%	-$637K	0.12%	73
2019 Q3	$1.5M	Buy	46,504 +7,140	+18%	+$220K	0.25%	40
2019 Q2	$1.17M	Sell	39,364 -3,102	-7%	-$91.1K	0.28%	34
2019 Q1	$1.24M	Sell	42,466 -4,734	-10%	-$132K	0.27%	37
2018 Q4	$1.25M	Buy	47,200 +22,498	+91%	+$611K	0.44%	27
2018 Q3	$650K	Sell	24,702 -8,094	-25%	-$215K	0.2%	47
2018 Q2	$852K	Buy	32,796 +24,168	+280%	+$608K	0.27%	39
2018 Q1	$218K	Sell	8,628 -7,294	-46%	-$182K	0.07%	89
2017 Q4	$419K	Sell	15,922 -1,802	-10%	-$49.4K	0.11%	61
2017 Q3	$470K	Buy	17,724 +646	+4%	+$17.3K	0.18%	46
2017 Q2	$444K	Buy	17,078 +1,166	+7%	+$30.6K	0.18%	43
2017 Q1	$408K	Buy	15,912 +720	+5%	+$18K	0.16%	43
2016 Q4	$369K	Sell	15,192 -1,178	-7%	-$28.1K	0.16%	43
2016 Q3	$401K	Buy	+16,370	New	+$416K	0.16%	41
2016 Q2	–	Sell	-10,800	Closed	-$268K	–	94
2016 Q1	$268K	Sell	10,800 -3,412	-24%	-$78.8K	0.14%	47
2015 Q4	$308K	Buy	14,212 +4,738	+50%	+$103K	0.15%	27
2015 Q3	$205K	Buy	+9,474	New	+$204K	0.13%	29
2015 Q2	–	Sell	-161,462	Closed	-$3.59M	–	50
2015 Q1	$3.59M	Buy	+161,462	New	+$3.73M	1.52%	14
2014 Q4	–	Sell	-160,462	Closed	-$3.38M	–	47
2014 Q3	$3.38M	Sell	160,462 -156,434	-49%	-$3.31M	1.32%	17
2014 Q2	$7.01M	Buy	+316,896	New	+$6.74M	2.58%	13
2014 Q1	–	Sell	-484,998	Closed	-$9.4M	–	25
2013 Q4	$9.4M	Buy	+484,998	New	+$9.28M	8.66%	3

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Avidian Wealth Enterprises's XLU Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 4,685 shares — an estimated $212K sold.

Avidian Wealth Enterprises first reported a position in XLU in Q4 2013 and held it in 38 quarters. The position peaked at $9.4M in Q4 2013. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Avidian Wealth Enterprises reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,685 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $212K.
Avidian Wealth Enterprises first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 38 quarters.
Avidian Wealth Enterprises's State Street Utilities Select Sector SPDR ETF position peaked at $9.4M in Q4 2013.
77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.