B. Riley Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

B. Riley Wealth Advisors’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	$3.29M	Sell	71,564 -31,721	-31%	-$1.44M	0.18%	125
2026 Q1	$4.74M	Buy	103,285 +9,609	+10%	+$431K	0.3%	79
2025 Q4	$4M	Buy	93,676 +3,464	+4%	+$153K	0.18%	121
2025 Q3	$3.93M	Sell	90,212 -10,772	-11%	-$456K	0.18%	115
2025 Q2	$4.12M	Buy	+100,984	New	+$4.02M	0.19%	111
2024 Q4	$10.7M	Sell	282,758 -49,578	-15%	-$1.97M	0.35%	56
2024 Q3	$13.5M	Buy	332,336 +95,030	+40%	+$3.53M	0.38%	51
2024 Q2	$8.09M	Buy	237,306 +110,656	+87%	+$3.8M	0.21%	100
2024 Q1	$3.73M	Sell	126,650 -9,152	-7%	-$286K	0.1%	202
2023 Q4	$4.3M	Buy	135,802 +9,152	+7%	+$280K	0.12%	190
2023 Q3	$3.73M	Sell	126,650 -123,918	-49%	-$3.99M	0.1%	202
2023 Q2	$8.2M	Sell	250,568 -22,550	-8%	-$759K	0.18%	115
2023 Q1	$9.24M	Buy	273,118 +7,642	+3%	+$259K	0.25%	84
2022 Q4	$9.36M	Buy	265,476 +17,278	+7%	+$587K	0.26%	83
2022 Q3	$8.13M	Buy	248,198 +22,162	+10%	+$812K	0.25%	87
2022 Q2	$7.93M	Buy	226,036 +96,128	+74%	+$3.48M	0.33%	66
2022 Q1	$4.84M	Buy	129,908 +10,242	+9%	+$355K	0.16%	138
2021 Q4	$4.28M	Buy	119,666 +17,834	+18%	+$602K	0.12%	171
2021 Q3	$3.25M	Buy	101,832 +1,664	+2%	+$55.6K	0.1%	222
2021 Q2	$3.17M	Buy	100,168 +13,748	+16%	+$450K	0.1%	234
2021 Q1	$2.77M	Buy	86,420 +25,334	+41%	+$786K	0.1%	237
2020 Q4	$1.92M	Sell	61,086 -70,906	-54%	-$2.24M	0.1%	211
2020 Q3	$3.8M	Sell	131,992 -73,544	-36%	-$2.18M	0.2%	114
2020 Q2	$5.8M	Buy	205,536 +52,326	+34%	+$1.51M	0.39%	65
2020 Q1	$4.25M	Buy	153,210 +137,876	+899%	+$4.41M	0.36%	64
2019 Q4	$496K	Sell	15,334 -5,792	-27%	-$184K	0.04%	439
2019 Q3	$684K	Buy	21,126 +10,512	+99%	+$324K	0.07%	304
2019 Q2	$317K	Buy	10,614 +154	+1%	+$4.52K	0.03%	543
2019 Q1	$303K	Sell	10,460 -5,978	-36%	-$166K	0.04%	492
2018 Q4	$436K	Buy	16,438 +4,210	+34%	+$114K	0.06%	335
2018 Q3	$323K	Sell	12,228 -26	-0.2%	-$691	0.04%	466
2018 Q2	$319K	Sell	12,254 -3,602	-23%	-$90.6K	0.04%	445
2018 Q1	$401K	Buy	15,856 +4,366	+38%	+$109K	0.06%	366
2017 Q4	$303K	Buy	11,490 +6	+0.1%	+$165	0.04%	444
2017 Q3	$305K	Sell	11,484 -27,918	-71%	-$749K	0.05%	370
2017 Q2	$1.02M	Buy	39,402 +14,624	+59%	+$384K	0.19%	145
2017 Q1	$637K	Buy	24,778 +4,148	+20%	+$104K	0.13%	200
2016 Q4	$501K	Sell	20,630 -8,464	-29%	-$202K	0.1%	228
2016 Q3	$714K	Buy	29,094 +2,924	+11%	+$74.2K	0.14%	183
2016 Q2	$688K	Sell	26,170 -330	-1%	-$8.13K	0.14%	186
2016 Q1	$657K	Sell	26,500 -988	-4%	-$22.8K	0.15%	165
2015 Q4	$596K	Sell	27,488 -5,144	-16%	-$111K	0.12%	206
2015 Q3	$708K	Buy	32,632 +8,658	+36%	+$186K	0.17%	162
2015 Q2	$497K	Sell	23,974 -4,800	-17%	-$105K	0.12%	208
2015 Q1	$639K	Buy	28,774 +820	+3%	+$18.9K	0.16%	170
2014 Q4	$660	Buy	27,954 +1,758	+7%	+$39.8K	0.01%	844
2014 Q3	$551K	Sell	26,196 -28,460	-52%	-$603K	0.14%	186
2014 Q2	$648K	Buy	54,656 +25,340	+86%	+$539K	0.15%	150
2014 Q1	$608K	Sell	29,316 -9,110	-24%	-$180K	0.18%	132
2013 Q4	$730K	Sell	38,426 -1,322	-3%	-$25.3K	0.23%	107
2013 Q3	$743K	Buy	39,748 +696	+2%	+$13.3K	0.25%	93
2013 Q2	$735K	Buy	+39,052	New	+$765K	0.25%	91

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

B. Riley Wealth Advisors's XLU Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 31% in Q2 2026, selling an estimated $1.44M and leaving 71,564 shares worth $3.29M. The position accounts for 0.18% of the portfolio, ranked #125.

B. Riley Wealth Advisors first reported a position in XLU in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.5M in Q3 2024. 560 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

B. Riley Wealth Advisors held 71,564 shares of State Street Utilities Select Sector SPDR ETF worth $3.29M as of Q2 2026.
B. Riley Wealth Advisors sold 31,721 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.44M.
State Street Utilities Select Sector SPDR ETF made up 0.18% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #125 holding.
B. Riley Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $13.5M in Q3 2024.
560 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.