HBW Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

HBW Advisory Services’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	$1.33M	Sell	29,298 -1,481	-5%	-$67.1K	0.12%	173
2026 Q1	$1.41M	Buy	30,779 +6,440	+26%	+$289K	0.15%	153
2025 Q4	$1.04M	Buy	24,339 +453	+2%	+$20.1K	0.11%	182
2025 Q3	$1.04M	Buy	23,886 +2,216	+10%	+$93.7K	0.12%	169
2025 Q2	$885K	Buy	21,670 +3,328	+18%	+$133K	0.11%	179
2025 Q1	$723K	Sell	18,342 -114	-0.6%	-$4.45K	0.1%	170
2024 Q4	$698K	Buy	18,456 +550	+3%	+$21.8K	0.07%	169
2024 Q3	$723K	Buy	17,906 +4,478	+33%	+$166K	0.11%	167
2024 Q2	$458K	Buy	13,428 +3,282	+32%	+$113K	0.08%	202
2024 Q1	$321K	Hold	10,146	–	–	0.06%	226
2023 Q4	$321K	Buy	10,146 +244	+2%	+$7.46K	0.06%	226
2023 Q3	$292K	Buy	9,902 +2,828	+40%	+$91.2K	0.06%	217
2023 Q2	$231K	Buy	7,074 +74	+1%	+$2.49K	0.05%	267
2023 Q1	$237K	Sell	7,000 -11,492	-62%	-$389K	0.06%	231
2022 Q4	$652K	Buy	18,492 +282	+2%	+$9.59K	0.17%	145
2022 Q3	$596K	Sell	18,210 -95,162	-84%	-$3.49M	0.17%	142
2022 Q2	$3.98M	Buy	113,372 +105,654	+1,369%	+$3.82M	1.03%	27
2022 Q1	$287K	Buy	7,718 +140	+2%	+$4.85K	0.1%	181
2021 Q4	$271K	Sell	7,578 -520	-6%	-$17.5K	0.06%	220
2021 Q3	$259K	Buy	+8,098	New	+$271K	0.07%	209
2021 Q2	–	Sell	-6,608	Closed	-$212K	–	283
2021 Q1	$212K	Sell	6,608 -46	-0.7%	-$1.43K	0.06%	232
2020 Q4	$209K	Sell	6,654 -324	-5%	-$10.3K	0.06%	208
2020 Q3	$207K	Sell	6,978 -3,430	-33%	-$102K	0.08%	181
2020 Q2	$294K	Buy	+10,408	New	+$300K	0.14%	140
2020 Q1	–	Sell	-13,548	Closed	-$433K	–	158
2019 Q4	$433K	Sell	13,548 -17,314	-56%	-$550K	0.25%	87
2019 Q3	$993K	Buy	+30,862	New	+$952K	0.95%	45

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

HBW Advisory Services's XLU Position: Q2 2026 in Review

HBW Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.8% in Q2 2026, selling an estimated $67.1K and leaving 29,298 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #173.

HBW Advisory Services first reported a position in XLU in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.98M in Q2 2022. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

HBW Advisory Services held 29,298 shares of State Street Utilities Select Sector SPDR ETF worth $1.33M as of Q2 2026.
HBW Advisory Services sold 1,481 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $67.1K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of HBW Advisory Services's portfolio in Q2 2026, its #173 holding.
HBW Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 26 quarters since.
HBW Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $3.98M in Q2 2022.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.