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 Q3	–	Sell	-4,690	Closed	-$213K	–	257
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Insight Advisors's XLU Position: Q3 2026 in Review

Insight Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 4,690 shares — an estimated $213K sold.

Insight Advisors first reported a position in XLU in Q2 2022 and held it in 11 quarters. The position peaked at $268K in Q2 2022. 1,200 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Insight Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Insight Advisors sold 4,690 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $213K.
Insight Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 11 quarters.
Insight Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $268K in Q2 2022.
1,200 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.