CA
XLU icon

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

Clearstead 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 		$420K Buy
9,155
+490
+6% +$22K ﹤0.01% 759
2025
Q4 		$370K Sell
8,665
-287
-3% -$12.7K ﹤0.01% 753
2025
Q3 		$390K Sell
8,952
-3,170
-26% -$134K 0.01% 708
2025
Q2 		$495K Buy
12,122
+3,228
+36% +$129K 0.01% 614
2025
Q1 		$351K Buy
8,894
+422
+5% +$16.5K 0.01% 665
2024
Q4 		$321K Buy
8,472
+464
+6% +$18.4K ﹤0.01% 696
2024
Q3 		$323K Sell
8,008
-64
-0.8% -$2.37K 0.01% 699
2024
Q2 		$275K Buy
8,072
+68
+0.8% +$2.33K ﹤0.01% 714
2024
Q1 		$285K Buy
8,004
+4,186
+110% +$131K 0.01% 410
2023
Q4 		$121K Sell
3,818
-19,626
-84% -$600K 0.01% 551
2023
Q3 		$691K Buy
23,444
+11,792
+101% +$380K 0.02% 357
2023
Q2 		$381K Sell
11,652
-30
-0.3% -$1.01K 0.02% 329
2023
Q1 		$395K Buy
11,682
+4
+0% +$136 0.03% 293
2022
Q4 		$412K Buy
11,678
+8,208
+237% +$279K 0.03% 282
2022
Q3 		$114K Buy
3,470
+102
+3% +$3.74K 0.01% 455
2022
Q2 		$118K Buy
3,368
+16
+0.5% +$579 0.01% 472
2022
Q1 		$125K Sell
3,352
-154
-4% -$5.34K 0.01% 503
2021
Q4 		$125K Buy
3,506
+2,268
+183% +$76.5K 0.01% 483
2021
Q3 		$40K Buy
1,238
+488
+65% +$16.3K ﹤0.01% 650
2021
Q2 		$24K Buy
+750
New +$24.6K ﹤0.01% 681
2020
Q4 		– Sell
-234
Closed -$7K – 1031
2020
Q3 		$7K Buy
+234
New +$6.94K ﹤0.01% 717

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clearstead Advisors's XLU Position: Q1 2026 in Review

Clearstead Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.7% in Q1 2026, buying an estimated $22K and bringing the position to 9,155 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Clearstead Advisors first reported a position in XLU in Q3 2020 and has held it in 21 quarters since. The position peaked at $691K in Q3 2023. 1,586 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Clearstead Advisors held 9,155 shares of State Street Utilities Select Sector SPDR ETF worth $420K as of Q1 2026.
  • Clearstead Advisors bought 490 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $22K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #759 holding.
  • Clearstead Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 21 quarters since.
  • Clearstead Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $691K in Q3 2023.
  • 1,586 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.