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

Delos 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 Q1	$16.3K	Sell	355 -465	-57%	-$20.9K	0.01%	162
2025 Q4	$35K	Sell	820 -236	-22%	-$10.5K	0.02%	110
2025 Q3	$46K	Sell	1,056 -200	-16%	-$8.46K	0.03%	107
2025 Q2	$51.3K	Buy	+1,256	New	+$50K	0.04%	94
2025 Q1	–	Sell	-1,256	Closed	-$47.5K	–	199
2024 Q4	$47.5K	Hold	1,256	–	–	0.04%	76
2024 Q3	$50.7K	Hold	1,256	–	–	0.04%	81
2024 Q2	$42.8K	Hold	1,256	–	–	0.04%	79
2024 Q1	$41.2K	Hold	1,256	–	–	0.05%	70
2023 Q4	$39.8K	Hold	1,256	–	–	0.06%	68
2023 Q3	$39.5K	Hold	1,256	–	–	0.05%	76
2023 Q2	$41.1K	Hold	1,256	–	–	0.05%	72
2023 Q1	$42.5K	Sell	1,256 -126	-9%	-$4.27K	0.05%	68
2022 Q4	$48.7K	Sell	1,382 -52	-4%	-$1.77K	0.08%	59
2022 Q3	$47K	Buy	1,434 +66	+5%	+$2.42K	0.06%	60
2022 Q2	$48K	Sell	1,368 -190	-12%	-$6.88K	0.05%	61
2022 Q1	$58K	Sell	1,558 -2,744	-64%	-$95.1K	0.06%	71
2021 Q4	$154K	Hold	4,302	–	–	0.15%	43
2021 Q3	$137K	Sell	4,302 -19,578	-82%	-$654K	0.15%	44
2021 Q2	$755K	Buy	+23,880	New	+$782K	0.94%	33

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

Delos Wealth Advisors's XLU Position: Q1 2026 in Review

Delos Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 57% in Q1 2026, selling an estimated $20.9K and leaving 355 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #162.

Delos Wealth Advisors first reported a position in XLU in Q2 2021 and has held it in 19 quarters since. The position peaked at $755K in Q2 2021. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Delos Wealth Advisors held 355 shares of State Street Utilities Select Sector SPDR ETF worth $16.3K as of Q1 2026.
Delos Wealth Advisors sold 465 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $20.9K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #162 holding.
Delos Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 19 quarters since.
Delos Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $755K in Q2 2021.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.