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

Insight 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	$213K	Sell	4,690 -875	-16%	-$39.6K	0.04%	226
2026 Q1	$255K	Buy	5,565 +2	+0%	+$90	0.05%	203
2025 Q4	$237K	Buy	5,563 +3	+0.1%	+$133	0.04%	252
2025 Q3	$242K	Buy	5,560 +100	+2%	+$4.23K	0.04%	249
2025 Q2	$223K	Sell	5,460 -6	-0.1%	-$239	0.04%	259
2025 Q1	$215K	Buy	5,466 +126	+2%	+$4.92K	0.04%	263
2024 Q4	$202K	Sell	5,340 -846	-14%	-$33.6K	0.03%	282
2024 Q3	$250K	Buy	6,186 +164	+3%	+$6.08K	0.04%	256
2024 Q2	$205K	Buy	+6,022	New	+$207K	0.04%	275
2022 Q4	–	Sell	-6,240	Closed	-$204K	–	332
2022 Q3	$204K	Sell	6,240 -952	-13%	-$34.9K	0.08%	264
2022 Q2	$268K	Buy	+7,192	New	+$260K	0.09%	242

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Insight Advisors's XLU Position: Q2 2026 in Review

Insight Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q2 2026, selling an estimated $39.6K and leaving 4,690 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #226.

Insight Advisors first reported a position in XLU in Q2 2022 and has held it in 11 quarters since. The position peaked at $268K in Q2 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Insight Advisors held 4,690 shares of State Street Utilities Select Sector SPDR ETF worth $213K as of Q2 2026.
Insight Advisors sold 875 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $39.6K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Insight Advisors's portfolio in Q2 2026, its #226 holding.
Insight Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 11 quarters since.
Insight Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $268K in Q2 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.