L & S Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

L & S 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
2026 Q2	–	Sell	-7,484	Closed	-$343K	–	262
2026 Q1	$343K	Buy	+7,484	New	+$336K	0.04%	189
2025 Q4	–	Sell	-6,978	Closed	-$304K	–	387
2025 Q3	$304K	Hold	6,978	–	–	0.03%	289
2025 Q2	$285K	Sell	6,978 -44	-0.6%	-$1.75K	0.03%	296
2025 Q1	$277K	Buy	7,022 +36	+0.5%	+$1.41K	0.03%	302
2024 Q4	$264K	Buy	6,986 +28	+0.4%	+$1.11K	0.03%	295
2024 Q3	$281K	Sell	6,958 -170,398	-96%	-$6.32M	0.03%	288
2024 Q2	$6.04M	Buy	+177,356	New	+$6.09M	0.69%	42
2023 Q1	–	Sell	-14,616	Closed	-$515K	–	339
2022 Q4	$515K	Buy	14,616 +102	+0.7%	+$3.47K	0.1%	168
2022 Q3	$475K	Buy	14,514 +932	+7%	+$34.2K	0.08%	162
2022 Q2	$476K	Hold	13,582	–	–	0.08%	164
2022 Q1	$506K	Buy	+13,582	New	+$471K	0.06%	205
2020 Q1	–	Sell	-6,208	Closed	-$201K	–	308
2019 Q4	$201K	Buy	+6,208	New	+$197K	0.03%	287
2018 Q3	–	Sell	-353,398	Closed	-$9.18M	–	348
2018 Q2	$9.18M	Buy	+353,398	New	+$8.89M	1.55%	10
2016 Q3	–	Sell	-11,980	Closed	-$314K	–	152
2016 Q2	$314K	Sell	11,980 -14,076	-54%	-$347K	0.07%	96
2016 Q1	$646K	Buy	+26,056	New	+$602K	0.16%	53
2014 Q3	–	Sell	-18,038	Closed	-$399K	–	78
2014 Q2	$399K	Buy	+18,038	New	+$384K	0.16%	67

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 22.96% 1-Year Est. Return

L & S Advisors's XLU Position: Q2 2026 in Review

L & S Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 7,484 shares — an estimated $343K sold.

L & S Advisors first reported a position in XLU in Q2 2014 and held it in 16 quarters. The position peaked at $9.18M in Q2 2018. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

L & S Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
L & S Advisors sold 7,484 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $343K.
L & S Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2014 and held it in 16 quarters.
L & S Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $9.18M in Q2 2018.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.