Focus Partners Advisor Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Focus Partners Advisor 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 Q1	$348K	Sell	7,579 -2,698	-26%	-$121K	﹤0.01%	920
2025 Q4	$439K	Buy	10,277 +2,509	+32%	+$111K	0.01%	754
2025 Q3	$342K	Buy	7,768 +1,490	+24%	+$63K	﹤0.01%	864
2025 Q2	$256K	Sell	6,278 -356	-5%	-$14.2K	﹤0.01%	928
2025 Q1	$262K	Buy	6,634 +1,184	+22%	+$46.3K	﹤0.01%	812
2024 Q4	$206K	Buy	5,450 +12	+0.2%	+$476	﹤0.01%	726
2024 Q3	$220K	Buy	+5,438	New	+$202K	﹤0.01%	693

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

Focus Partners Advisor Solutions's XLU Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q1 2026, selling an estimated $121K and leaving 7,579 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Focus Partners Advisor Solutions first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $439K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Focus Partners Advisor Solutions held 7,579 shares of State Street Utilities Select Sector SPDR ETF worth $348K as of Q1 2026.
Focus Partners Advisor Solutions sold 2,698 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $121K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #920 holding.
Focus Partners Advisor Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Advisor Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $439K in Q4 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.