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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-150,000
Closed -$47.3K 4016
2025
Q1
$47.3K Buy
+150,000
New +$5.86M ﹤0.01% 3461
2024
Q3
Sell
-1,000
Closed -$1.6K 4011
2024
Q2
$1.6K Buy
1,000
+800
+400% +$27.5K ﹤0.01% 3542
2024
Q1
$1K Buy
+200
New +$6.24K ﹤0.01% 3519
2019
Q3
Sell
-24,000
Closed -$18K 2562
2019
Q2
$18K Buy
+24,000
New +$705K ﹤0.01% 2268
2017
Q3
Sell
-2,000
Closed -$5K 2369
2017
Q2
$5K Buy
+2,000
New +$52.5K ﹤0.01% 2152

Other funds holding XLU

HighTower Advisors's XLU Position: Q1 2026 in Review

HighTower Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q1 2026, selling an estimated $5.64M and leaving 866,525 shares worth $39.8M. The position accounts for 0.04% of the portfolio, ranked #414.

HighTower Advisors first reported a position in XLU in Q2 2013 and has held it in 51 quarters since. The position peaked at $44.3M in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • HighTower Advisors held 866,525 shares of State Street Utilities Select Sector SPDR ETF worth $39.8M as of Q1 2026.
  • HighTower Advisors sold 125,756 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.64M.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #414 holding.
  • HighTower Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $44.3M in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.