Empower Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Empower Advisory Group’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	$585K	Buy	12,905 +805	+7%	+$36.5K	﹤0.01%	325
2026 Q1	$555K	Buy	+12,100	New	+$543K	﹤0.01%	313
2025 Q4	–	Sell	-7,604	Closed	-$332K	–	556
2025 Q3	$332K	Buy	7,604 +1,078	+17%	+$45.6K	﹤0.01%	410
2025 Q2	$266K	Sell	6,526 -3,288	-34%	-$131K	﹤0.01%	433
2025 Q1	$387K	Sell	9,814 -1,106	-10%	-$43.2K	﹤0.01%	354
2024 Q4	$413K	Buy	10,920 +1,728	+19%	+$68.6K	﹤0.01%	350
2024 Q3	$371K	Sell	9,192 -1,322	-13%	-$49K	﹤0.01%	364
2024 Q2	$358K	Sell	10,514 -1,060	-9%	-$36.4K	﹤0.01%	359
2024 Q1	$380K	Sell	11,574 -696	-6%	-$21.7K	﹤0.01%	355
2023 Q4	$389K	Hold	12,270	–	–	﹤0.01%	336
2023 Q3	$362K	Sell	12,270 -1,368	-10%	-$44.1K	﹤0.01%	340
2023 Q2	$446K	Buy	13,638 +744	+6%	+$25K	﹤0.01%	324
2023 Q1	$433K	Buy	+12,894	New	+$437K	﹤0.01%	331

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

Empower Advisory Group's XLU Position: Q2 2026 in Review

Empower Advisory Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.7% in Q2 2026, buying an estimated $36.5K and bringing the position to 12,905 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Empower Advisory Group first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Empower Advisory Group held 12,905 shares of State Street Utilities Select Sector SPDR ETF worth $585K as of Q2 2026.
Empower Advisory Group bought 805 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $36.5K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #325 holding.
Empower Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.