Kestra Private Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kestra Private Wealth Services’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	$4.56M	Sell	100,569 -2,391	-2%	-$108K	0.05%	364
2026 Q1	$4.72M	Buy	102,960 +1,354	+1%	+$60.7K	0.06%	331
2025 Q4	$4.34M	Buy	101,606 +5,708	+6%	+$253K	0.05%	345
2025 Q3	$4.18M	Buy	95,898 +842	+0.9%	+$35.6K	0.05%	337
2025 Q2	$3.88M	Buy	95,056 +2,830	+3%	+$113K	0.06%	328
2025 Q1	$3.64M	Buy	92,226 +922	+1%	+$36K	0.06%	312
2024 Q4	$3.46M	Sell	91,304 -1,150	-1%	-$45.6K	0.06%	310
2024 Q3	$3.73M	Buy	92,454 +1,070	+1%	+$39.7K	0.07%	281
2024 Q2	$3.11M	Sell	91,384 -3,474	-4%	-$119K	0.06%	292
2024 Q1	$3.11M	Sell	94,858 -4,850	-5%	-$151K	0.07%	278
2023 Q4	$3.16M	Buy	99,708 +28,106	+39%	+$859K	0.08%	257
2023 Q3	$2.11M	Buy	71,602 +5,720	+9%	+$184K	0.07%	301
2023 Q2	$2.16M	Buy	65,882 +418	+0.6%	+$14.1K	0.07%	283
2023 Q1	$2.22M	Buy	65,464 +12,442	+23%	+$422K	0.09%	248
2022 Q4	$1.87M	Sell	53,022 -2,574	-5%	-$87.5K	0.09%	249
2022 Q3	$1.82M	Buy	55,596 +318	+0.6%	+$11.7K	0.11%	223
2022 Q2	$1.94M	Sell	55,278 -23,748	-30%	-$860K	0.11%	224
2022 Q1	$2.94M	Sell	79,026 -276	-0.3%	-$9.57K	0.15%	158
2021 Q4	$2.84M	Buy	79,302 +12,190	+18%	+$411K	0.14%	162
2021 Q3	$2.14M	Buy	67,112 +4,084	+6%	+$137K	0.12%	187
2021 Q2	$1.99M	Sell	63,028 -6,098	-9%	-$200K	0.12%	188
2021 Q1	$2.21M	Sell	69,126 -67,922	-50%	-$2.11M	0.15%	160
2020 Q4	$4.23M	Buy	137,048 +53,804	+65%	+$1.7M	0.31%	79
2020 Q3	$2.46M	Buy	+83,244	New	+$2.47M	0.21%	110

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 22.9% 1-Year Est. Return

Kestra Private Wealth Services's XLU Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, selling an estimated $108K and leaving 100,569 shares worth $4.56M. The position accounts for 0.05% of the portfolio, ranked #364.

Kestra Private Wealth Services first reported a position in XLU in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.72M in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Kestra Private Wealth Services held 100,569 shares of State Street Utilities Select Sector SPDR ETF worth $4.56M as of Q2 2026.
Kestra Private Wealth Services sold 2,391 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #364 holding.
Kestra Private Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $4.72M in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.