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

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

Dynamic Advisor Solutions's XLU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.9% in Q2 2026, selling an estimated $178K and leaving 132,712 shares worth $6.02M. The position accounts for 0.17% of the portfolio, ranked #139.

Dynamic Advisor Solutions first reported a position in XLU in Q1 2014 and has held it in 36 quarters since. The position peaked at $9.36M in Q3 2024. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Dynamic Advisor Solutions held 132,712 shares of State Street Utilities Select Sector SPDR ETF worth $6.02M as of Q2 2026.
Dynamic Advisor Solutions sold 3,937 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $178K.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #139 holding.
Dynamic Advisor Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 36 quarters since.
Dynamic Advisor Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $9.36M in Q3 2024.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.