Kestra Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Kestra Advisory Services's XLU Position: Q3 2026 in Review
Kestra Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q3 2026, buying an estimated $5.77M and bringing the position to 744,011 shares worth $29.3M. The position accounts for 0.08% of the portfolio, ranked #243.
Kestra Advisory Services first reported a position in XLU in Q3 2020 and has held it in 25 quarters since. The position peaked at $29.8M in Q1 2026. 1,014 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Kestra Advisory Services held 744,011 shares of State Street Utilities Select Sector SPDR ETF worth $29.3M as of Q3 2026.
- Kestra Advisory Services bought 132,706 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $5.77M.
- State Street Utilities Select Sector SPDR ETF made up 0.08% of Kestra Advisory Services's portfolio in Q3 2026, its #243 holding.
- Kestra Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 25 quarters since.
- Kestra Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $29.8M in Q1 2026.
- 1,014 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.