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 Q2	$16.1K	Hold	355	–	–	0.01%	175
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 $1.55T 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

Delos Wealth Advisors's XLU Position: Q2 2026 in Review

Delos Wealth Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 355 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #175.

Delos Wealth Advisors first reported a position in XLU in Q2 2021 and has held it in 20 quarters since. The position peaked at $755K in Q2 2021. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Delos Wealth Advisors held 355 shares of State Street Utilities Select Sector SPDR ETF worth $16.1K as of Q2 2026.
Delos Wealth Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Delos Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Delos Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $755K in Q2 2021.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.