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

Centerpoint 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	$0	Hold	2	–	–	﹤0.01%	439
2026 Q1	$0	Hold	2	–	–	﹤0.01%	434
2025 Q4	$0	Hold	2	–	–	﹤0.01%	481
2025 Q3	$0	Hold	2	–	–	﹤0.01%	469
2025 Q2	$0	Hold	2	–	–	﹤0.01%	445
2025 Q1	$0	Hold	2	–	–	﹤0.01%	470
2024 Q4	$0	Hold	2	–	–	﹤0.01%	494
2024 Q3	$0	Hold	2	–	–	﹤0.01%	498
2024 Q2	$0	Hold	2	–	–	﹤0.01%	482
2024 Q1	$0	Hold	2	–	–	﹤0.01%	462
2023 Q4	$0	Hold	2	–	–	﹤0.01%	616
2023 Q3	$0	Hold	2	–	–	﹤0.01%	639
2023 Q2	$0	Hold	2	–	–	﹤0.01%	627
2023 Q1	$0	Hold	2	–	–	﹤0.01%	667
2022 Q4	$0	Sell	2 -12	-86%	-$408	﹤0.01%	532
2022 Q3	$0	Hold	14	–	–	﹤0.01%	427
2022 Q2	$0	Hold	14	–	–	﹤0.01%	452
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	394
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	418
2021 Q3	$0	Buy	+14	New	+$468	﹤0.01%	323

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

Centerpoint Advisors's XLU Position: Q2 2026 in Review

Centerpoint Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Centerpoint Advisors first reported a position in XLU in Q3 2021 and has held it in 20 quarters since. The position peaked at $1K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Centerpoint Advisors held 2 shares of State Street Utilities Select Sector SPDR ETF worth $0 as of Q2 2026.
Centerpoint 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 Centerpoint Advisors's portfolio in Q2 2026, its #439 holding.
Centerpoint Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
Centerpoint Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1K in Q1 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.