EIA
XLU icon

Eldridge Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Eldridge Investment 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 		$817K Buy
17,800
+200
+1% +$8.97K 0.18% 79
2025
Q4 		$751K Hold
17,600
– – 0.17% 83
2025
Q3 		$767K Buy
17,600
+660
+4% +$27.9K 0.17% 84
2025
Q2 		$692K Hold
16,940
– – 0.14% 92
2025
Q1 		$668K Sell
16,940
-180
-1% -$7.03K 0.15% 97
2024
Q4 		$648K Hold
17,120
– – 0.15% 98
2024
Q3 		$691K Hold
17,120
– – 0.16% 92
2024
Q2 		$583K Buy
17,120
+330
+2% +$11.3K 0.15% 95
2024
Q1 		$551K Buy
16,790
+700
+4% +$21.9K 0.14% 99
2023
Q4 		$509K Hold
16,090
– – 0.13% 101
2023
Q3 		$474K Buy
16,090
+1,600
+11% +$51.6K 0.16% 94
2023
Q2 		$474K Hold
14,490
– – 0.16% 85
2023
Q1 		$490K Hold
14,490
– – 0.17% 82
2022
Q4 		$511K Hold
14,490
– – 0.18% 75
2022
Q3 		$475K Hold
14,490
– – 0.18% 77
2022
Q2 		$508K Sell
14,490
-160
-1% -$5.79K 0.19% 70
2022
Q1 		$545K Hold
14,650
– – 0.18% 70
2021
Q4 		$524K Sell
14,650
-500
-3% -$16.9K 0.17% 74
2021
Q3 		$484K Hold
15,150
– – 0.17% 73
2021
Q2 		$479K Buy
15,150
+500
+3% +$16.4K 0.17% 71
2021
Q1 		$469K Hold
14,650
– – 0.18% 71
2020
Q4 		$459K Hold
14,650
– – 0.19% 62
2020
Q3 		$435K Hold
14,650
– – 0.2% 59
2020
Q2 		$413K Sell
14,650
-2,190
-13% -$63.1K 0.21% 62
2020
Q1 		$467K Sell
16,840
-310
-2% -$9.91K 0.27% 53
2019
Q4 		$554K Sell
17,150
-450
-3% -$14.3K 0.27% 57
2019
Q3 		$570K Buy
17,600
+750
+4% +$23.1K 0.29% 48
2019
Q2 		$502K Hold
16,850
– – 0.27% 52
2019
Q1 		$490K Hold
16,850
– – 0.26% 50
2018
Q4 		$446K Hold
16,850
– – 0.28% 50
2018
Q3 		$443K Hold
16,850
– – 0.28% 42
2018
Q2 		$437K Hold
16,850
– – 0.31% 42
2018
Q1 		$425K Buy
16,850
+3,740
+29% +$93.3K 0.32% 40
2017
Q4 		$342K Buy
+13,110
New +$359K 0.26% 42

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Eldridge Investment Advisors's XLU Position: Q1 2026 in Review

Eldridge Investment Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.1% in Q1 2026, buying an estimated $8.97K and bringing the position to 17,800 shares worth $817K. The position accounts for 0.18% of the portfolio, ranked #79.

Eldridge Investment Advisors first reported a position in XLU in Q4 2017 and has held it in 34 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Eldridge Investment Advisors held 17,800 shares of State Street Utilities Select Sector SPDR ETF worth $817K as of Q1 2026.
  • Eldridge Investment Advisors bought 200 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $8.97K.
  • State Street Utilities Select Sector SPDR ETF made up 0.18% of Eldridge Investment Advisors's portfolio in Q1 2026, its #79 holding.
  • Eldridge Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.