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Guardian Wealth Advisors (North Carolina)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-3,483
Closed -$160K – 617
2026
Q1 		$160K Buy
+3,483
New +$156K 0.01% 367
2025
Q3 		– Sell
-56
Closed -$2.26K – 565
2025
Q2 		$2.26K Sell
56
-60
-52% -$2.39K ﹤0.01% 525
2025
Q1 		$4.54K Buy
116
+2
+2% +$78 ﹤0.01% 488
2024
Q4 		$4.35K Sell
114
-126
-53% -$5K ﹤0.01% 469
2024
Q3 		$9.72K Hold
240
– – ﹤0.01% 389
2024
Q2 		$8.2K Sell
240
-784
-77% -$26.9K ﹤0.01% 375
2024
Q1 		$33.6K Sell
1,024
-1,130
-52% -$35.3K ﹤0.01% 341
2023
Q4 		$67.9K Sell
2,154
-236
-10% -$7.22K 0.01% 282
2023
Q3 		$72.2K Buy
2,390
+8
+0.3% +$258 0.01% 272
2023
Q2 		$77.9K Sell
2,382
-14
-0.6% -$471 0.01% 257
2023
Q1 		$81.1K Buy
2,396
+44
+2% +$1.49K 0.01% 244
2022
Q4 		$82.9K Sell
2,352
-350
-13% -$11.9K 0.02% 229
2022
Q3 		$89K Sell
2,702
-58
-2% -$2.13K 0.02% 214
2022
Q2 		$97K Buy
2,760
+62
+2% +$2.24K 0.02% 204
2022
Q1 		$100K Buy
2,698
+34
+1% +$1.18K 0.04% 171
2021
Q4 		$95K Buy
+2,664
New +$89.9K 0.04% 161

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XLU Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 3,483 shares — an estimated $160K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XLU in Q4 2021 and held it in 16 quarters. The position peaked at $160K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 3,483 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
  • Guardian Wealth Advisors (North Carolina)'s State Street Utilities Select Sector SPDR ETF position peaked at $160K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.