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

HighTower 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
2024 Q3	–	Sell	-1,200	Closed	-$504	–	4012
2024 Q2	$504	Buy	+1,200	New	+$41.2K	﹤0.01%	3590
2024 Q1	–	Sell	-800	Closed	-$1.92K	–	4063
2023 Q4	$1.92K	Buy	800 +784	+4,900%	+$24K	﹤0.01%	3511
2023 Q3	$2.27K	Buy	+16	New	+$516	﹤0.01%	3461
2023 Q1	–	Sell	-670	Closed	-$15.5K	–	3696
2022 Q4	$15.5K	Buy	670 +168	+33%	+$5.71K	﹤0.01%	3149
2022 Q3	$1K	Buy	+502	New	+$18.4K	﹤0.01%	3139
2021 Q2	–	Sell	-74	Closed	-$5K	–	3424
2021 Q1	$5K	Buy	+74	New	+$2.3K	﹤0.01%	2959
2020 Q4	–	Sell	-5,000	Closed	-$1K	–	2956
2020 Q3	$1K	Hold	5,000	–	–	﹤0.01%	2535
2020 Q2	$6K	Hold	5,000	–	–	﹤0.01%	2340
2020 Q1	$10K	Hold	5,000	–	–	﹤0.01%	2122
2019 Q4	$2K	Hold	5,000	–	–	﹤0.01%	2259
2019 Q3	$2K	Hold	5,000	–	–	﹤0.01%	2374
2019 Q2	$4K	Hold	5,000	–	–	﹤0.01%	2334
2019 Q1	$4K	Buy	+5,000	New	+$139K	﹤0.01%	2239

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

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.