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

Certified Advisory Corp’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	$1.77M	Sell	39,126 -2,781	-7%	-$126K	0.14%	131
2026 Q1	$1.92M	Sell	41,907 -3,050	-7%	-$137K	0.17%	123
2025 Q4	$1.92M	Buy	44,957 +493	+1%	+$21.8K	0.17%	123
2025 Q3	$1.94M	Buy	44,464 +3,650	+9%	+$154K	0.18%	113
2025 Q2	$1.67M	Buy	40,814 +7,084	+21%	+$282K	0.17%	118
2025 Q1	$1.33M	Sell	33,730 -98	-0.3%	-$3.83K	0.15%	129
2024 Q4	$1.28M	Buy	33,828 +642	+2%	+$25.5K	0.14%	128
2024 Q3	$1.34M	Buy	33,186 +5,962	+22%	+$221K	0.15%	126
2024 Q2	$928K	Buy	27,224 +3,368	+14%	+$116K	0.12%	139
2024 Q1	$783K	Sell	23,856 -8,452	-26%	-$264K	0.11%	147
2023 Q4	$1.02M	Buy	+32,308	New	+$988K	0.16%	126
2023 Q2	–	Sell	-40,222	Closed	-$1.36M	–	286
2023 Q1	$1.36M	Buy	40,222 +658	+2%	+$22.3K	0.24%	102
2022 Q4	$1.39M	Sell	39,564 -1,452	-4%	-$49.4K	0.28%	94
2022 Q3	$1.34M	Buy	41,016 +13,562	+49%	+$497K	0.31%	87
2022 Q2	$963K	Buy	27,454 +1,468	+6%	+$53.1K	0.21%	113
2022 Q1	$967K	Sell	25,986 -688	-3%	-$23.9K	0.21%	113
2021 Q4	$955K	Buy	26,674 +516	+2%	+$17.4K	0.21%	114
2021 Q3	$835K	Sell	26,158 -2,094	-7%	-$70K	0.2%	116
2021 Q2	$893K	Sell	28,252 -1,030	-4%	-$33.7K	0.22%	105
2021 Q1	$938K	Buy	+29,282	New	+$908K	0.24%	93
2020 Q2	$1.01M	Sell	35,702 -2,878	-7%	-$83K	0.33%	75
2020 Q1	$1.07M	Buy	38,580 +16	+0%	+$512	0.42%	58
2019 Q4	$1.25M	Sell	38,564 -1,800	-4%	-$57.2K	0.4%	62
2019 Q3	$1.31M	Sell	40,364 -118	-0.3%	-$3.64K	0.45%	55
2019 Q2	$1.21M	Sell	40,482 -896	-2%	-$26.3K	0.45%	55
2019 Q1	$1.2M	Sell	41,378 -2,732	-6%	-$76K	0.51%	48
2018 Q4	$1.17M	Buy	44,110 +5,086	+13%	+$138K	0.61%	38
2018 Q3	$1.03M	Sell	39,024 -1,606	-4%	-$42.7K	0.48%	55
2018 Q2	$1.06M	Sell	40,630 -1,986	-5%	-$50K	0.59%	46
2018 Q1	$1.08M	Buy	42,616 +4,720	+12%	+$118K	0.64%	40
2017 Q4	$998K	Buy	+37,896	New	+$1.04M	0.72%	40

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

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Certified Advisory Corp's XLU Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.6% in Q2 2026, selling an estimated $126K and leaving 39,126 shares worth $1.77M. The position accounts for 0.14% of the portfolio, ranked #131.

Certified Advisory Corp first reported a position in XLU in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.94M in Q3 2025. 529 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Certified Advisory Corp held 39,126 shares of State Street Utilities Select Sector SPDR ETF worth $1.77M as of Q2 2026.
Certified Advisory Corp sold 2,781 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Utilities Select Sector SPDR ETF made up 0.14% of Certified Advisory Corp's portfolio in Q2 2026, its #131 holding.
Certified Advisory Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
Certified Advisory Corp's State Street Utilities Select Sector SPDR ETF position peaked at $1.94M in Q3 2025.
529 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.