Cardiff Park Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cardiff Park 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 Q1	$281K	Hold	6,120	–	–	0.02%	239
2025 Q4	$261K	Hold	6,120	–	–	0.02%	232
2025 Q3	$267K	Hold	6,120	–	–	0.02%	250
2025 Q2	$250K	Hold	6,120	–	–	0.02%	238
2025 Q1	$241K	Hold	6,120	–	–	0.02%	235
2024 Q4	$232K	Hold	6,120	–	–	0.02%	239
2024 Q3	$247K	Hold	6,120	–	–	0.02%	230
2024 Q2	$209K	Buy	+6,120	New	+$210K	0.02%	239

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cardiff Park Advisors's XLU Position: Q1 2026 in Review

Cardiff Park Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 6,120 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #239.

Cardiff Park Advisors first reported a position in XLU in Q2 2024 and has held it in 8 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Cardiff Park Advisors held 6,120 shares of State Street Utilities Select Sector SPDR ETF worth $281K as of Q1 2026.
Cardiff Park Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #239 holding.
Cardiff Park Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.