Florida Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Florida Financial 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 Q1	$2.32M	Buy	50,533 +4,698	+10%	+$211K	0.55%	49
2025 Q4	$1.96M	Sell	45,835 -1,329	-3%	-$58.9K	0.53%	45
2025 Q3	$2.06M	Buy	47,164 +10,234	+28%	+$433K	0.64%	34
2025 Q2	$1.51M	Buy	36,930 +17,130	+87%	+$683K	0.5%	41
2025 Q1	$780K	Sell	19,800 -3,156	-14%	-$123K	0.31%	69
2024 Q4	$869K	Buy	22,956 +4,060	+21%	+$161K	0.39%	54
2024 Q3	$763K	Buy	18,896 +6,850	+57%	+$254K	0.39%	54
2024 Q2	$410K	Sell	12,046 -158	-1%	-$5.43K	0.25%	74
2024 Q1	$401K	Buy	12,204 +716	+6%	+$22.4K	0.29%	62
2023 Q4	$363K	Buy	+11,488	New	+$351K	0.34%	56

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

Florida Financial Advisors's XLU Position: Q1 2026 in Review

Florida Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q1 2026, buying an estimated $211K and bringing the position to 50,533 shares worth $2.32M. The position accounts for 0.55% of the portfolio, ranked #49.

Florida Financial Advisors first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Florida Financial Advisors held 50,533 shares of State Street Utilities Select Sector SPDR ETF worth $2.32M as of Q1 2026.
Florida Financial Advisors bought 4,698 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $211K.
State Street Utilities Select Sector SPDR ETF made up 0.55% of Florida Financial Advisors's portfolio in Q1 2026, its #49 holding.
Florida Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.