Envestnet Portfolio Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Envestnet Portfolio 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
2026 Q2	$5.16M	Sell	113,802 -2,901	-2%	-$131K	0.02%	325
2026 Q1	$5.36M	Buy	116,703 +6,528	+6%	+$293K	0.03%	278
2025 Q4	$4.7M	Buy	110,175 +53,899	+96%	+$2.39M	0.02%	371
2025 Q3	$2.45M	Sell	56,276 -1,810	-3%	-$76.6K	0.01%	487
2025 Q2	$2.37M	Buy	58,086 +17,302	+42%	+$689K	0.01%	514
2025 Q1	$1.61M	Sell	40,784 -9,048	-18%	-$354K	0.01%	653
2024 Q4	$1.89M	Sell	49,832 -35,476	-42%	-$1.41M	0.01%	684
2024 Q3	$3.45M	Buy	85,308 +21,270	+33%	+$789K	0.01%	500
2024 Q2	$2.18M	Buy	64,038 +1,352	+2%	+$46.4K	0.01%	609
2024 Q1	$2.06M	Buy	62,686 +21,804	+53%	+$681K	0.01%	628
2023 Q4	$1.29M	Sell	40,882 -100	-0.2%	-$3.06K	0.01%	718
2023 Q3	$1.21M	Buy	+40,982	New	+$1.32M	0.01%	701

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 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's XLU Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q2 2026, selling an estimated $131K and leaving 113,802 shares worth $5.16M. The position accounts for 0.02% of the portfolio, ranked #325.

Envestnet Portfolio Solutions first reported a position in XLU in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.36M in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Envestnet Portfolio Solutions held 113,802 shares of State Street Utilities Select Sector SPDR ETF worth $5.16M as of Q2 2026.
Envestnet Portfolio Solutions sold 2,901 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $131K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #325 holding.
Envestnet Portfolio Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $5.36M in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.