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Highland Investment Advisors LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Highland Investment Advisors LLC’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 		$163K Buy
+3,588
New +$163K 0.07% 90

Other funds holding XLU

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Highland Investment Advisors LLC's XLU Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 3,588 shares worth $163K. The stake represents 0.07% of the portfolio and ranks #90 among its holdings.

1,347 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Highland Investment Advisors LLC held 3,588 shares of State Street Utilities Select Sector SPDR ETF worth $163K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #90 holding.
  • 1,347 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.