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

Ironsides Asset 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	$2.58M	Buy	56,991 +248	+0.4%	+$11.2K	0.61%	29
2026 Q1	$2.6M	Sell	56,743 -4,015	-7%	-$180K	0.65%	25
2025 Q4	$2.59M	Sell	60,758 -596	-1%	-$26.4K	0.66%	25
2025 Q3	$2.68M	Buy	61,354 +10,272	+20%	+$435K	0.69%	23
2025 Q2	$2.09M	Buy	51,082 +4,112	+9%	+$164K	0.6%	25
2025 Q1	$1.85M	Hold	46,970	–	–	0.54%	23
2024 Q4	$1.78M	Buy	46,970 +650	+1%	+$25.8K	0.51%	21
2024 Q3	$1.87M	Buy	46,320 +10,050	+28%	+$373K	0.54%	20
2024 Q2	$1.24M	Buy	36,270 +18,200	+101%	+$625K	0.41%	22
2024 Q1	$593K	Buy	+18,070	New	+$564K	0.2%	33
2023 Q4	–	Sell	-25,650	Closed	-$756K	–	94
2023 Q3	$756K	Sell	25,650 -400	-2%	-$12.9K	0.34%	21
2023 Q2	$852K	Buy	26,050 +15,650	+150%	+$527K	0.36%	20
2023 Q1	$352K	Hold	10,400	–	–	0.16%	51
2022 Q4	$367K	Sell	10,400 -150	-1%	-$5.1K	0.17%	49
2022 Q3	$346K	Hold	10,550	–	–	0.16%	52
2022 Q2	$370K	Buy	+10,550	New	+$382K	0.14%	54

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

Ironsides Asset Advisors's XLU Position: Q2 2026 in Review

Ironsides Asset Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.44% in Q2 2026, buying an estimated $11.2K and bringing the position to 56,991 shares worth $2.58M. The position accounts for 0.61% of the portfolio, ranked #29.

Ironsides Asset Advisors first reported a position in XLU in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.68M in Q3 2025. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Ironsides Asset Advisors held 56,991 shares of State Street Utilities Select Sector SPDR ETF worth $2.58M as of Q2 2026.
Ironsides Asset Advisors bought 248 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2K.
State Street Utilities Select Sector SPDR ETF made up 0.61% of Ironsides Asset Advisors's portfolio in Q2 2026, its #29 holding.
Ironsides Asset Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Ironsides Asset Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.68M in Q3 2025.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Ironsides Asset Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.