Elite Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Elite Wealth Management’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	$777K	Sell	16,937 -55	-0.3%	-$2.47K	0.25%	32
2025 Q4	$725K	Buy	+16,992	New	+$752K	0.2%	38
2018 Q1	–	Sell	-34,398	Closed	-$906K	–	62
2017 Q4	$906K	Buy	+34,398	New	+$943K	0.76%	30
2016 Q3	$60K	Buy	+2,430	New	+$61.7K	0.1%	55
2014 Q1	–	Sell	-17,732	Closed	-$337K	–	679
2013 Q4	$337K	Buy	+17,732	New	+$339K	0.25%	57

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Elite Wealth Management's XLU Position: Q1 2026 in Review

Elite Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.32% in Q1 2026, selling an estimated $2.47K and leaving 16,937 shares worth $777K. The position accounts for 0.25% of the portfolio, ranked #32.

Elite Wealth Management first reported a position in XLU in Q4 2013 and has held it in 5 quarters since. The position peaked at $906K in Q4 2017. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Elite Wealth Management held 16,937 shares of State Street Utilities Select Sector SPDR ETF worth $777K as of Q1 2026.
Elite Wealth Management sold 55 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.47K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Elite Wealth Management's portfolio in Q1 2026, its #32 holding.
Elite Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and has held it in 5 quarters since.
Elite Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $906K in Q4 2017.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.