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

Claro 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 Q1	$961K	Buy	20,939 +2,584	+14%	+$116K	0.12%	151
2025 Q4	$784K	Buy	18,355 +2,407	+15%	+$107K	0.11%	168
2025 Q3	$695K	Buy	15,948 +934	+6%	+$39.5K	0.1%	176
2025 Q2	$613K	Buy	15,014 +1,502	+11%	+$59.8K	0.1%	180
2025 Q1	$533K	Buy	13,512 +648	+5%	+$25.3K	0.07%	247
2024 Q4	$487K	Buy	12,864 +4,562	+55%	+$181K	0.07%	248
2024 Q3	$335K	Buy	+8,302	New	+$308K	0.04%	345
2023 Q4	–	Sell	-18,796	Closed	-$554K	–	417
2023 Q3	$554K	Sell	18,796 -3,724	-17%	-$120K	0.14%	182
2023 Q2	$737K	Buy	22,520 +5,420	+32%	+$182K	0.18%	140
2023 Q1	$579K	Sell	17,100 -8,274	-33%	-$280K	0.17%	148
2022 Q4	$894K	Buy	25,374 +612	+2%	+$20.8K	0.29%	88
2022 Q3	$868K	Hold	24,762	–	–	0.35%	70
2022 Q2	$868K	Buy	24,762 +5,962	+32%	+$216K	0.35%	70
2022 Q1	$673K	Hold	18,800	–	–	0.24%	110
2021 Q4	$673K	Buy	18,800 +104	+0.6%	+$3.51K	0.24%	110
2021 Q3	$597K	Buy	18,696 +882	+5%	+$29.5K	0.25%	114
2021 Q2	$563K	Buy	17,814 +310	+2%	+$10.1K	0.25%	115
2021 Q1	$561K	Buy	17,504 +154	+0.9%	+$4.78K	0.28%	96
2020 Q4	$544K	Buy	17,350 +340	+2%	+$10.8K	0.29%	99
2020 Q3	$505K	Sell	17,010 -2,282	-12%	-$67.7K	0.32%	90
2020 Q2	$544K	Sell	19,292 -3,134	-14%	-$90.4K	0.37%	77
2020 Q1	$621K	Buy	22,426 +3,122	+16%	+$99.8K	0.58%	46
2019 Q4	$624K	Buy	19,304 +924	+5%	+$29.3K	0.48%	61
2019 Q3	$595K	Buy	18,380 +3,840	+26%	+$118K	0.53%	56
2019 Q2	$434K	Buy	14,540 +2,798	+24%	+$82.2K	0.4%	75
2019 Q1	$342K	Buy	11,742 +1,692	+17%	+$47K	0.34%	96
2018 Q4	$265K	Buy	+10,050	New	+$273K	0.21%	107

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

Claro Advisors's XLU Position: Q1 2026 in Review

Claro Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q1 2026, buying an estimated $116K and bringing the position to 20,939 shares worth $961K. The position accounts for 0.12% of the portfolio, ranked #151.

Claro Advisors first reported a position in XLU in Q4 2018 and has held it in 27 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Claro Advisors held 20,939 shares of State Street Utilities Select Sector SPDR ETF worth $961K as of Q1 2026.
Claro Advisors bought 2,584 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $116K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Claro Advisors's portfolio in Q1 2026, its #151 holding.
Claro Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 27 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.