KPWS
XLU icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Kestra Private Wealth Services's XLU Position: Q1 2026 in Review

Kestra Private Wealth Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q1 2026, buying an estimated $60.7K and bringing the position to 102,960 shares worth $4.72M. The position accounts for 0.06% of the portfolio, ranked #331.

Kestra Private Wealth 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 Private Wealth Services held 102,960 shares of State Street Utilities Select Sector SPDR ETF worth $4.72M as of Q1 2026.
  • Kestra Private Wealth Services bought 1,354 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $60.7K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #331 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 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 Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.