Cedar Mountain Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cedar Mountain 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	$6.26K	Hold	138	–	–	﹤0.01%	629
2026 Q1	$6.33K	Hold	138	–	–	﹤0.01%	583
2025 Q4	$5.89K	Hold	138	–	–	﹤0.01%	300
2025 Q3	$6.02K	Hold	138	–	–	﹤0.01%	316
2025 Q2	$5.63K	Hold	138	–	–	﹤0.01%	262
2025 Q1	$5.44K	Sell	138 -74	-35%	-$2.89K	﹤0.01%	244
2024 Q4	$8.02K	Buy	212 +74	+54%	+$2.94K	﹤0.01%	222
2024 Q3	$5.57K	Hold	138	–	–	﹤0.01%	239
2024 Q2	$4.7K	Hold	138	–	–	﹤0.01%	239
2024 Q1	$4.53K	Hold	138	–	–	﹤0.01%	235
2023 Q4	$4.37K	Hold	138	–	–	﹤0.01%	223
2023 Q3	$4.07K	Hold	138	–	–	﹤0.01%	223
2023 Q2	$4.51K	Hold	138	–	–	﹤0.01%	209
2023 Q1	$4.67K	Hold	138	–	–	﹤0.01%	211
2022 Q4	$4.87K	Hold	138	–	–	﹤0.01%	208
2022 Q3	$5K	Hold	138	–	–	﹤0.01%	214
2022 Q2	$5K	Hold	138	–	–	﹤0.01%	219
2022 Q1	$5K	Hold	138	–	–	﹤0.01%	242
2021 Q4	$5K	Hold	138	–	–	﹤0.01%	239
2021 Q3	$4K	Hold	138	–	–	﹤0.01%	245
2021 Q2	$4K	Hold	138	–	–	﹤0.01%	229
2021 Q1	$4K	Hold	138	–	–	﹤0.01%	235
2020 Q4	$4K	Hold	138	–	–	﹤0.01%	225
2020 Q3	$4K	Hold	138	–	–	﹤0.01%	204
2020 Q2	$4K	Hold	138	–	–	﹤0.01%	194
2020 Q1	$4K	Hold	138	–	–	﹤0.01%	173
2019 Q4	$4K	Buy	+138	New	+$4.38K	﹤0.01%	191

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

Cedar Mountain Advisors's XLU Position: Q2 2026 in Review

Cedar Mountain Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 138 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Cedar Mountain Advisors first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.02K in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cedar Mountain Advisors held 138 shares of State Street Utilities Select Sector SPDR ETF worth $6.26K as of Q2 2026.
Cedar Mountain Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #629 holding.
Cedar Mountain Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $8.02K in Q4 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.