Fort Sheridan Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Fort Sheridan 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	$605K	Hold	13,337	–	–	0.07%	171
2026 Q1	$612K	Buy	13,337 +1	+0%	+$45	0.07%	159
2025 Q4	$569K	Sell	13,336 -22	-0.2%	-$974	0.07%	154
2025 Q3	$582K	Hold	13,358	–	–	0.08%	150
2025 Q2	$545K	Buy	13,358 +2	+0%	+$80	0.08%	150
2025 Q1	$527K	Sell	13,356 -600	-4%	-$23.4K	0.08%	146
2024 Q4	$528K	Hold	13,956	–	–	0.08%	150
2024 Q3	$564K	Sell	13,956 -322	-2%	-$11.9K	0.09%	143
2024 Q2	$486K	Sell	14,278 -11,912	-45%	-$409K	0.08%	148
2024 Q1	$860K	Sell	26,190 -4,744	-15%	-$148K	0.16%	91
2023 Q4	$980K	Sell	30,934 -7,460	-19%	-$228K	0.2%	84
2023 Q3	$1.13M	Buy	38,394 +856	+2%	+$27.6K	0.26%	67
2023 Q2	$1.23M	Buy	37,538 +10,180	+37%	+$343K	0.28%	64
2023 Q1	$926K	Sell	27,358 -38,792	-59%	-$1.31M	0.24%	77
2022 Q4	$2.33M	Sell	66,150 -7,342	-10%	-$250K	0.76%	27
2022 Q3	$2.41M	Hold	73,492	–	–	0.81%	25
2022 Q2	$2.58M	Hold	73,492	–	–	0.84%	25
2022 Q1	$2.74M	Buy	73,492 +1,266	+2%	+$43.9K	0.8%	26
2021 Q4	$2.58M	Sell	72,226 -6,412	-8%	-$216K	0.75%	27
2021 Q3	$2.51M	Sell	78,638 -72	-0.1%	-$2.41K	0.82%	25
2021 Q2	$2.49M	Buy	78,710 +40,054	+104%	+$1.31M	0.83%	25
2021 Q1	$1.24M	Buy	38,656 +20,174	+109%	+$626K	0.49%	38
2020 Q4	$579K	Sell	18,482 -9,376	-34%	-$297K	0.28%	54
2020 Q3	$827K	Buy	27,858 +13,604	+95%	+$404K	0.49%	32
2020 Q2	$402K	Buy	+14,254	New	+$411K	0.25%	58

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 22.96% 1-Year Est. Return

Fort Sheridan Advisors's XLU Position: Q2 2026 in Review

Fort Sheridan Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 13,337 shares worth $605K. The position accounts for 0.07% of the portfolio, ranked #171.

Fort Sheridan Advisors first reported a position in XLU in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.74M in Q1 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Fort Sheridan Advisors held 13,337 shares of State Street Utilities Select Sector SPDR ETF worth $605K as of Q2 2026.
Fort Sheridan Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Fort Sheridan Advisors's portfolio in Q2 2026, its #171 holding.
Fort Sheridan Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Fort Sheridan Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.74M in Q1 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.