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 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 $1.37T 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

Fort Sheridan Advisors's XLU Position: Q1 2026 in Review

Fort Sheridan Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.01% in Q1 2026, buying an estimated $45 and bringing the position to 13,337 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #159.

Fort Sheridan Advisors first reported a position in XLU in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.74M in Q1 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Fort Sheridan Advisors held 13,337 shares of State Street Utilities Select Sector SPDR ETF worth $612K as of Q1 2026.
Fort Sheridan Advisors bought 1 State Street Utilities Select Sector SPDR ETF share in Q1 2026, an estimated $45.
State Street Utilities Select Sector SPDR ETF made up 0.07% of Fort Sheridan Advisors's portfolio in Q1 2026, its #159 holding.
Fort Sheridan Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Fort Sheridan Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.74M in Q1 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.