HVIA
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Hudson Valley Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hudson Valley Investment 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 		$1.7M Sell
37,524
-780
-2% -$35.3K 0.21% 85
2026
Q1 		$1.76M Sell
38,304
-3,483
-8% -$156K 0.23% 84
2025
Q4 		$1.78M Sell
41,787
-2,239
-5% -$99.2K 0.2% 86
2025
Q3 		$1.92M Buy
44,026
+1,792
+4% +$75.8K 0.2% 88
2025
Q2 		$1.72M Sell
42,234
-1,570
-4% -$62.6K 0.19% 89
2025
Q1 		$1.73M Sell
43,804
-802
-2% -$31.3K 0.21% 83
2024
Q4 		$1.69M Sell
44,606
-306
-0.7% -$12.1K 0.19% 82
2024
Q3 		$1.81M Sell
44,912
-7,200
-14% -$267K 0.2% 84
2024
Q2 		$1.69M Buy
52,112
+352
+0.7% +$12.1K 0.22% 83
2024
Q1 		$1.7M Sell
51,760
-352
-0.7% -$11K 0.2% 83
2023
Q4 		$1.69M Buy
52,112
+1,106
+2% +$33.8K 0.23% 83
2023
Q3 		$1.5M Buy
51,006
+176
+0.3% +$5.67K 0.21% 86
2023
Q2 		$1.66M Buy
50,830
+1,470
+3% +$49.5K 0.23% 88
2023
Q1 		$1.67M Buy
49,360
+2,334
+5% +$79.1K 0.23% 91
2022
Q4 		$1.66M Buy
47,026
+962
+2% +$32.7K 0.25% 92
2022
Q3 		$1.51M Sell
46,064
-272
-0.6% -$9.97K 0.24% 92
2022
Q2 		$1.63M Buy
46,336
+1,750
+4% +$63.4K 0.25% 92
2022
Q1 		$1.66M Buy
+44,586
New +$1.55M 0.22% 89

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
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

Hudson Valley Investment Advisors's XLU Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q2 2026, selling an estimated $35.3K and leaving 37,524 shares worth $1.7M. The position accounts for 0.21% of the portfolio, ranked #85.

Hudson Valley Investment Advisors first reported a position in XLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.92M in Q3 2025. 750 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Hudson Valley Investment Advisors held 37,524 shares of State Street Utilities Select Sector SPDR ETF worth $1.7M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 780 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $35.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.21% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • Hudson Valley Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.92M in Q3 2025.
  • 750 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.