Dynamic Advisor Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Dynamic Advisor Solutions’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
2021 Q3	–	Sell	-4,000	Closed	-$1K	–	820
2021 Q2	$1K	Buy	+4,000	New	+$131K	﹤0.01%	755
2019 Q4	–	Sell	-10,000	Closed	-$6K	–	615
2019 Q3	$6K	Buy	+10,000	New	+$309K	﹤0.01%	525
2016 Q4	–	Sell	-30,000	Closed	-$27K	–	244
2016 Q3	$27K	Buy	+30,000	New	+$762K	0.01%	226

Other funds holding XLU

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Dynamic Advisor Solutions's XLU Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.6% in Q3 2026, selling an estimated $497K and leaving 121,273 shares worth $4.78M. The position accounts for 0.14% of the portfolio, ranked #162.

Dynamic Advisor Solutions first reported a position in XLU in Q1 2014 and has held it in 37 quarters since. The position peaked at $9.36M in Q3 2024. 318 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Dynamic Advisor Solutions held 121,273 shares of State Street Utilities Select Sector SPDR ETF worth $4.78M as of Q3 2026.
Dynamic Advisor Solutions sold 11,439 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $497K.
State Street Utilities Select Sector SPDR ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #162 holding.
Dynamic Advisor Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 37 quarters since.
Dynamic Advisor Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $9.36M in Q3 2024.
318 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.