Kestra 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
$29.8M Buy
650,398
+115,778
+22% +$5.19M 0.11% 178
2025
Q4
$22.8M Buy
534,620
+48,776
+10% +$2.16M 0.09% 219
2025
Q3
$21.2M Buy
485,844
+36,774
+8% +$1.56M 0.1% 209
2025
Q2
$18.3M Buy
449,070
+117,288
+35% +$4.67M 0.09% 224
2025
Q1
$13.1M Sell
331,782
-77,734
-19% -$3.04M 0.06% 280
2024
Q4
$15.5M Buy
409,516
+61,362
+18% +$2.43M 0.08% 246
2024
Q3
$14.1M Buy
348,154
+55,336
+19% +$2.05M 0.08% 276
2024
Q2
$9.98M Buy
292,818
+79,496
+37% +$2.73M 0.06% 364
2024
Q1
$7M Sell
213,322
-49,880
-19% -$1.56M 0.05% 415
2023
Q4
$8.33M Sell
263,202
-2,452
-0.9% -$75K 0.07% 309
2023
Q3
$7.83M Sell
265,654
-146,186
-35% -$4.71M 0.08% 281
2023
Q2
$13.5M Sell
411,840
-76,912
-16% -$2.59M 0.13% 166
2023
Q1
$16.5M Sell
488,752
-42,706
-8% -$1.45M 0.18% 124
2022
Q4
$18.7M Buy
531,458
+56,646
+12% +$1.93M 0.17% 140
2022
Q3
$15.6M Sell
474,812
-363,366
-43% -$13.3M 0.17% 140
2022
Q2
$29.4M Buy
838,178
+585,084
+231% +$21.2M 0.3% 61
2022
Q1
$9.42M Buy
253,094
+21,396
+9% +$742K 0.1% 225
2021
Q4
$8.29M Sell
231,698
-5,566
-2% -$188K 0.08% 258
2021
Q3
$7.58M Buy
237,264
+58,502
+33% +$1.96M 0.08% 290
2021
Q2
$5.65M Buy
178,762
+7,710
+5% +$252K 0.06% 327
2021
Q1
$5.48M Sell
171,052
-151,964
-47% -$4.71M 0.07% 315
2020
Q4
$9.98M Buy
323,016
+101,728
+46% +$3.22M 0.12% 203
2020
Q3
$6.57M Buy
+221,288
New +$6.57M 0.12% 200

Other funds holding XLU

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

Kestra Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q1 2026, buying an estimated $5.19M and bringing the position to 650,398 shares worth $29.8M. The position accounts for 0.11% of the portfolio, ranked #178.

Kestra Advisory Services first reported a position in XLU in Q3 2020 and has held it in 23 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Kestra Advisory Services held 650,398 shares of State Street Utilities Select Sector SPDR ETF worth $29.8M as of Q1 2026.
  • Kestra Advisory Services bought 115,778 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.19M.
  • State Street Utilities Select Sector SPDR ETF made up 0.11% of Kestra Advisory Services's portfolio in Q1 2026, its #178 holding.
  • Kestra Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.