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

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 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. 268 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.
268 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.