Carson Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Carson Advisory’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	$306K	Hold	6,678	–	–	0.16%	133
2025 Q4	$285K	Buy	6,678 +200	+3%	+$8.86K	0.15%	136
2025 Q3	$282K	Hold	6,478	–	–	0.15%	132
2025 Q2	$264K	Hold	6,478	–	–	0.17%	133
2025 Q1	$255K	Buy	+6,478	New	+$253K	0.17%	132
2024 Q4	–	Sell	-17,628	Closed	-$712K	–	187
2024 Q3	$712K	Buy	17,628 +758	+4%	+$28.1K	0.45%	67
2024 Q2	$575K	Buy	16,870 +274	+2%	+$9.41K	0.4%	74
2024 Q1	$545K	Buy	16,596 +422	+3%	+$13.2K	0.38%	81
2023 Q4	$512K	Buy	+16,174	New	+$495K	0.4%	81

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

Carson Advisory's XLU Position: Q1 2026 in Review

Carson Advisory held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 6,678 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #133.

Carson Advisory first reported a position in XLU in Q4 2023 and has held it in 9 quarters since. The position peaked at $712K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Carson Advisory held 6,678 shares of State Street Utilities Select Sector SPDR ETF worth $306K as of Q1 2026.
Carson Advisory left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.16% of Carson Advisory's portfolio in Q1 2026, its #133 holding.
Carson Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Carson Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $712K in Q3 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.