EWA
XLU icon

EverSource Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

EverSource Wealth 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 		$181K Sell
3,993
-430
-10% -$19.5K 0.01% 1047
2026
Q1 		$203K Sell
4,423
-10
-0.2% -$449 0.01% 1047
2025
Q4 		$189K Sell
4,433
-61
-1% -$2.7K 0.01% 972
2025
Q3 		$196K Buy
4,494
+38
+0.9% +$1.61K 0.01% 916
2025
Q2 		$182K Sell
4,456
-766
-15% -$30.5K 0.01% 898
2025
Q1 		$206K Buy
5,222
+3,160
+153% +$123K 0.01% 650
2024
Q4 		$78K Buy
2,062
+1,054
+105% +$41.8K ﹤0.01% 995
2024
Q3 		$40.7K Hold
1,008
– – ﹤0.01% 1149
2024
Q2 		$36.7K Sell
1,008
-52
-5% -$1.79K ﹤0.01% 1245
2024
Q1 		$35.4K Buy
1,060
+660
+165% +$20.6K ﹤0.01% 1120
2023
Q4 		$12.7K Sell
400
-3,498
-90% -$107K ﹤0.01% 1455
2023
Q3 		$115K Sell
3,898
-2
-0.1% -$64 0.01% 524
2023
Q2 		$128K Sell
3,900
-874
-18% -$29.4K 0.01% 498
2023
Q1 		$162K Buy
4,774
+4,360
+1,053% +$148K 0.02% 413
2022
Q4 		$14.6K Buy
+414
New +$14.1K ﹤0.01% 1184
2022
Q2 		– Sell
-260
Closed -$10K – 1909
2022
Q1 		$10K Sell
260
-76
-23% -$2.63K ﹤0.01% 990
2021
Q4 		$12K Buy
+336
New +$11.3K ﹤0.01% 911

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

EverSource Wealth Advisors's XLU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.7% in Q2 2026, selling an estimated $19.5K and leaving 3,993 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1047.

EverSource Wealth Advisors first reported a position in XLU in Q4 2021 and has held it in 17 quarters since. The position peaked at $206K in Q1 2025. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • EverSource Wealth Advisors held 3,993 shares of State Street Utilities Select Sector SPDR ETF worth $181K as of Q2 2026.
  • EverSource Wealth Advisors sold 430 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19.5K.
  • State Street Utilities Select Sector SPDR ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1047 holding.
  • EverSource Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $206K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.