IMA Advisory Services’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
2026
Q2
$358K Buy
+7,893
New +$357K 0.02% 270
2025
Q3
Sell
-3,254
Closed -$133K 576
2025
Q2
$133K Hold
3,254
0.01% 181
2025
Q1
$128K Buy
+3,254
New +$127K 0.02% 183
2018
Q4
Sell
-32
Closed -$1K 353
2018
Q3
$1K Hold
32
﹤0.01% 334
2018
Q2
$1K Buy
+32
New +$805 ﹤0.01% 462

Other funds holding XLU

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

IMA Advisory Services opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 7,893 shares worth $358K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in XLU as recently as Q2 2025.

IMA Advisory Services first reported a position in XLU in Q2 2018 and has held it in 5 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • IMA Advisory Services held 7,893 shares of State Street Utilities Select Sector SPDR ETF worth $358K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new IMA Advisory Services position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #270 holding.
  • IMA Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 5 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.