Integrity Alliance’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Integrity Alliance’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 Q1	$3.96M	Sell	86,325 -186,148	-68%	-$8.35M	0.15%	130
2025 Q4	$11.6M	Sell	272,473 -52,487	-16%	-$2.32M	0.42%	59
2025 Q3	$14.2M	Buy	324,960 +42,804	+15%	+$1.81M	0.67%	42
2025 Q2	$11.5M	Sell	282,156 -51,894	-16%	-$2.07M	0.63%	44
2025 Q1	$13.2M	Buy	334,050 +257,772	+338%	+$10.1M	0.52%	52
2024 Q4	$2.89M	Buy	+76,278	New	+$3.03M	0.31%	55

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Integrity Alliance's XLU Position: Q1 2026 in Review

Integrity Alliance reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 68% in Q1 2026, selling an estimated $8.35M and leaving 86,325 shares worth $3.96M. The position accounts for 0.15% of the portfolio, ranked #130.

Integrity Alliance first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.2M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Integrity Alliance held 86,325 shares of State Street Utilities Select Sector SPDR ETF worth $3.96M as of Q1 2026.
Integrity Alliance sold 186,148 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $8.35M.
State Street Utilities Select Sector SPDR ETF made up 0.15% of Integrity Alliance's portfolio in Q1 2026, its #130 holding.
Integrity Alliance first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Alliance's State Street Utilities Select Sector SPDR ETF position peaked at $14.2M in Q3 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.