CLA (CliftonLarsonAllen) Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$805K	Buy	17,760 +995	+6%	+$45.1K	0.01%	212
2026 Q1	$769K	Sell	16,765 -831	-5%	-$37.3K	0.01%	187
2025 Q4	$751K	Buy	+17,596	New	+$779K	0.01%	173
2024 Q1	–	Sell	-21,804	Closed	-$690K	–	193
2023 Q4	$690K	Sell	21,804 -566	-3%	-$17.3K	0.02%	155
2023 Q3	$659K	Sell	22,370 -4,786	-18%	-$154K	0.02%	145
2023 Q2	$889K	Sell	27,156 -3,132	-10%	-$105K	0.02%	133
2023 Q1	$1.03M	Sell	30,288 -18,616	-38%	-$631K	0.03%	130
2022 Q4	$1.72M	Sell	48,904 -34,826	-42%	-$1.18M	0.06%	113
2022 Q3	$2.74M	Sell	83,730 -31,208	-27%	-$1.14M	0.34%	30
2022 Q2	$4.03M	Sell	114,938 -38,234	-25%	-$1.38M	0.17%	60
2022 Q1	$5.7M	Sell	153,172 -37,180	-20%	-$1.29M	0.2%	59
2021 Q4	$6.81M	Buy	190,352 +10,040	+6%	+$339K	0.25%	53
2021 Q3	$5.76M	Buy	180,312 +39,652	+28%	+$1.33M	0.23%	53
2021 Q2	$4.45M	Buy	140,660 +14,026	+11%	+$459K	0.18%	60
2021 Q1	$4.05M	Buy	126,634 +47,042	+59%	+$1.46M	0.19%	62
2020 Q4	$2.5M	Sell	79,592 -2,040	-2%	-$64.6K	0.12%	79
2020 Q3	$2.42M	Buy	81,632 +1,054	+1%	+$31.3K	0.14%	79
2020 Q2	$2.27M	Buy	+80,578	New	+$2.32M	0.14%	78

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

CLA (CliftonLarsonAllen) Wealth Advisors's XLU Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.9% in Q2 2026, buying an estimated $45.1K and bringing the position to 17,760 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #212.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in XLU in Q2 2020 and has held it in 18 quarters since. The position peaked at $6.81M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 17,760 shares of State Street Utilities Select Sector SPDR ETF worth $805K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 995 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $45.1K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #212 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 18 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.81M in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.