Insigneo 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
Q1
$593K Buy
12,919
+4,657
+56% +$209K 0.04% 335
2025
Q4
$353K Buy
8,262
+3,260
+65% +$144K 0.03% 454
2025
Q3
$218K Buy
+5,002
New +$212K 0.02% 612

Other funds holding XLU

Insigneo Advisory Services's XLU Position: Q1 2026 in Review

Insigneo Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 56% in Q1 2026, buying an estimated $209K and bringing the position to 12,919 shares worth $593K. The position accounts for 0.04% of the portfolio, ranked #335.

Insigneo Advisory Services first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Insigneo Advisory Services held 12,919 shares of State Street Utilities Select Sector SPDR ETF worth $593K as of Q1 2026.
  • Insigneo Advisory Services bought 4,657 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $209K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #335 holding.
  • Insigneo Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.