Curtis Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Curtis Advisory Group’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	–	Sell	-4,782	Closed	-$219K	–	123
2026 Q1	$219K	Hold	4,782	–	–	0.05%	114
2025 Q4	$204K	Hold	4,782	–	–	0.04%	115
2025 Q3	$209K	Buy	+4,782	New	+$202K	0.05%	105
2023 Q4	–	Sell	-6,944	Closed	-$205K	–	98
2023 Q3	$205K	Hold	6,944	–	–	0.07%	80
2023 Q2	$227K	Sell	6,944 -7,158	-51%	-$241K	0.07%	85
2023 Q1	$477K	Sell	14,102 -2,716	-16%	-$92.1K	0.17%	56
2022 Q4	$593K	Sell	16,818 -1,742	-9%	-$59.2K	0.24%	45
2022 Q3	$608K	Buy	18,560 +1,444	+8%	+$52.9K	0.25%	44
2022 Q2	$600K	Hold	17,116	–	–	0.24%	50
2022 Q1	$637K	Hold	17,116	–	–	0.22%	46
2021 Q4	$613K	Buy	17,116 +6,700	+64%	+$226K	0.2%	50
2021 Q3	$333K	Sell	10,416 -6,780	-39%	-$227K	0.12%	56
2021 Q2	$544K	Hold	17,196	–	–	0.24%	47
2021 Q1	$551K	Buy	17,196 +1,580	+10%	+$49K	0.24%	47
2020 Q4	$490K	Buy	15,616 +4,956	+46%	+$157K	0.24%	43
2020 Q3	$316K	Buy	+10,660	New	+$316K	0.19%	47

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

Curtis Advisory Group's XLU Position: Q2 2026 in Review

Curtis Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 4,782 shares — an estimated $219K sold.

Curtis Advisory Group first reported a position in XLU in Q3 2020 and held it in 16 quarters. The position peaked at $637K in Q1 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Curtis Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Curtis Advisory Group sold 4,782 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
Curtis Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 16 quarters.
Curtis Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $637K in Q1 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.