KA
XLU icon

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

Kovack 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
2013
Q3 		– Sell
-102
Closed -$1K – 86
2013
Q2 		$1K Buy
+102
New +$2K 0.01% 59

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kovack Advisors's XLU Position: Q2 2026 in Review

Kovack Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.6% in Q2 2026, selling an estimated $160K and leaving 37,724 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #246.

Kovack Advisors first reported a position in XLU in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.29M in Q2 2020. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Kovack Advisors held 37,724 shares of State Street Utilities Select Sector SPDR ETF worth $1.69M as of Q2 2026.
  • Kovack Advisors sold 3,528 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $160K.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #246 holding.
  • Kovack Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 47 quarters since.
  • Kovack Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $3.29M in Q2 2020.
  • 660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.