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

Kercheville 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 Q1	$441K	Sell	9,600 -3,401	-26%	-$153K	0.14%	72
2025 Q4	$555K	Sell	13,001 -36,581	-74%	-$1.62M	0.15%	72
2025 Q3	$2.16M	Buy	49,582 +2,100	+4%	+$88.8K	0.65%	33
2025 Q2	$1.94M	Buy	47,482 +4,182	+10%	+$167K	0.67%	34
2025 Q1	$1.71M	Sell	43,300 -900	-2%	-$35.2K	0.7%	32
2024 Q4	$1.67M	Sell	44,200 -1,600	-3%	-$63.5K	0.65%	33
2024 Q3	$1.85M	Buy	45,800 +8,200	+22%	+$304K	0.78%	29
2024 Q2	$1.28M	Buy	+37,600	New	+$1.29M	0.56%	34
2023 Q1	–	Sell	-24,200	Closed	-$853K	–	87
2022 Q4	$853K	Sell	24,200 -6,600	-21%	-$224K	0.59%	37
2022 Q3	$1.01M	Sell	30,800 -2,200	-7%	-$80.6K	1.03%	30
2022 Q2	$1.16M	Buy	33,000 +3,200	+11%	+$116K	0.76%	29
2022 Q1	$1.11M	Buy	+29,800	New	+$1.03M	0.53%	41

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

Kercheville Advisors's XLU Position: Q1 2026 in Review

Kercheville Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q1 2026, selling an estimated $153K and leaving 9,600 shares worth $441K. The position accounts for 0.14% of the portfolio, ranked #72.

Kercheville Advisors first reported a position in XLU in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.16M in Q3 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Kercheville Advisors held 9,600 shares of State Street Utilities Select Sector SPDR ETF worth $441K as of Q1 2026.
Kercheville Advisors sold 3,401 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $153K.
State Street Utilities Select Sector SPDR ETF made up 0.14% of Kercheville Advisors's portfolio in Q1 2026, its #72 holding.
Kercheville Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 12 quarters since.
Kercheville Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.16M in Q3 2025.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.