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 Q2	$716K	Sell	15,800 -2,000	-11%	-$90.6K	0.14%	89
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 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

Eldridge Investment Advisors's XLU Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, selling an estimated $90.6K and leaving 15,800 shares worth $716K. The position accounts for 0.14% of the portfolio, ranked #89.

Eldridge Investment Advisors first reported a position in XLU in Q4 2017 and has held it in 35 quarters since. The position peaked at $817K in Q1 2026. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Eldridge Investment Advisors held 15,800 shares of State Street Utilities Select Sector SPDR ETF worth $716K as of Q2 2026.
Eldridge Investment Advisors sold 2,000 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $90.6K.
State Street Utilities Select Sector SPDR ETF made up 0.14% of Eldridge Investment Advisors's portfolio in Q2 2026, its #89 holding.
Eldridge Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Eldridge Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $817K in Q1 2026.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.