Financial & Tax Architects’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Financial & Tax Architects’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	$1.43M	Sell	31,194 -233	-0.7%	-$10.5K	0.32%	62
2025 Q4	$1.34M	Buy	31,427 +739	+2%	+$32.7K	0.3%	60
2025 Q3	$1.34M	Buy	30,688 +3,296	+12%	+$139K	0.3%	60
2025 Q2	$1.12M	Buy	27,392 +2,878	+12%	+$115K	0.27%	55
2025 Q1	$966K	Buy	24,514 +3,672	+18%	+$143K	0.24%	59
2024 Q4	$789K	Buy	20,842 +1,566	+8%	+$62.1K	0.2%	59
2024 Q3	$779K	Sell	19,276 -1,816	-9%	-$67.4K	0.2%	57
2024 Q2	$719K	Buy	+21,092	New	+$724K	0.19%	58
2023 Q1	–	Sell	-35,564	Closed	-$1.23M	–	87
2022 Q4	$1.23M	Sell	35,564 -5,766	-14%	-$196K	0.42%	47
2022 Q3	$1.35M	Sell	41,330 -3,414	-8%	-$125K	0.51%	41
2022 Q2	$1.57M	Buy	44,744 +1,670	+4%	+$60.5K	0.59%	41
2022 Q1	$1.6M	Buy	43,074 +7,538	+21%	+$261K	0.61%	47
2021 Q4	$1.27M	Buy	35,536 +6,748	+23%	+$228K	0.52%	53
2021 Q3	$919K	Buy	28,788 +7,470	+35%	+$250K	0.42%	58
2021 Q2	$674K	Buy	+21,318	New	+$698K	0.33%	71

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

Financial & Tax Architects's XLU Position: Q1 2026 in Review

Financial & Tax Architects reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.74% in Q1 2026, selling an estimated $10.5K and leaving 31,194 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #62.

Financial & Tax Architects first reported a position in XLU in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2022. 1,586 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Financial & Tax Architects held 31,194 shares of State Street Utilities Select Sector SPDR ETF worth $1.43M as of Q1 2026.
Financial & Tax Architects sold 233 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $10.5K.
State Street Utilities Select Sector SPDR ETF made up 0.32% of Financial & Tax Architects's portfolio in Q1 2026, its #62 holding.
Financial & Tax Architects first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 15 quarters since.
Financial & Tax Architects's State Street Utilities Select Sector SPDR ETF position peaked at $1.6M in Q1 2022.
1,586 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.