Guardian Asset Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Guardian Asset 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	$418K	Buy	+9,218	New	+$418K	0.19%	82
2026 Q1	–	Sell	-8,947	Closed	-$382K	–	110
2025 Q4	$382K	Buy	8,947 +223	+3%	+$9.88K	0.2%	76
2025 Q3	$380K	Buy	8,724 +210	+2%	+$8.88K	0.2%	77
2025 Q2	$348K	Buy	+8,514	New	+$339K	0.2%	81

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Guardian Asset Advisors's XLU Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 9,218 shares worth $418K. The stake represents 0.19% of the portfolio and ranks #82 among its holdings. This is a return to the name: Guardian Asset Advisors previously reported a position in XLU as recently as Q4 2025.

Guardian Asset Advisors first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Guardian Asset Advisors held 9,218 shares of State Street Utilities Select Sector SPDR ETF worth $418K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Guardian Asset Advisors position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Guardian Asset Advisors's portfolio in Q2 2026, its #82 holding.
Guardian Asset Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.