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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
Q2 		$450K Buy
9,929
+774
+8% +$35.1K ﹤0.01% 785
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
-7,904
-67% -$242K 0.01% 551
2023
Q3 		$345K Buy
11,722
+70
+0.6% +$2.26K 0.02% 346
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Advisors's XLU Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.5% in Q2 2026, buying an estimated $35.1K and bringing the position to 9,929 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Clearstead Advisors first reported a position in XLU in Q3 2020 and has held it in 22 quarters since. The position peaked at $495K in Q2 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Clearstead Advisors held 9,929 shares of State Street Utilities Select Sector SPDR ETF worth $450K as of Q2 2026.
  • Clearstead Advisors bought 774 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $35.1K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #785 holding.
  • Clearstead Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 22 quarters since.
  • Clearstead Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $495K in Q2 2025.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.