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

Laraway Financial 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
Q1 		$1.88M Sell
40,872
-91
-0.2% -$4.08K 1.32% 21
2025
Q4 		$1.75M Sell
40,963
-115
-0.3% -$5.09K 1.14% 22
2025
Q3 		$1.79M Buy
41,078
+120
+0.3% +$5.08K 1.22% 22
2025
Q2 		$1.67M Sell
40,958
-906
-2% -$36.1K 1.27% 22
2025
Q1 		$1.65M Buy
41,864
+78
+0.2% +$3.05K 1.31% 23
2024
Q4 		$1.58M Buy
41,786
+858
+2% +$34K 1.22% 23
2024
Q3 		$1.65M Sell
40,928
-914
-2% -$33.9K 1.32% 20
2024
Q2 		$1.43M Sell
41,842
-430
-1% -$14.8K 1.22% 22
2024
Q1 		$1.39M Buy
42,272
+886
+2% +$27.7K 1.22% 23
2023
Q4 		$1.31M Buy
41,386
+60
+0.1% +$1.83K 1.24% 22
2023
Q3 		$1.22M Sell
41,326
-192
-0.5% -$6.19K 1.27% 23
2023
Q2 		$1.36M Sell
41,518
-1,392
-3% -$46.9K 1.34% 19
2023
Q1 		$1.45M Sell
42,910
-1,462
-3% -$49.6K 1.47% 18
2022
Q4 		$1.56M Sell
44,372
-108
-0.2% -$3.67K 1.64% 16
2022
Q3 		$1.46M Sell
44,480
-100
-0.2% -$3.66K 1.63% 17
2022
Q2 		$1.56M Sell
44,580
-680
-2% -$24.6K 1.66% 16
2022
Q1 		$1.69M Sell
45,260
-1,040
-2% -$36.1K 1.54% 20
2021
Q4 		$1.66M Buy
+46,300
New +$1.56M 1.48% 20

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

Laraway Financial Advisors's XLU Position: Q1 2026 in Review

Laraway Financial Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.22% in Q1 2026, selling an estimated $4.08K and leaving 40,872 shares worth $1.88M. The position accounts for 1.32% of the portfolio, ranked #21.

Laraway Financial Advisors first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Laraway Financial Advisors held 40,872 shares of State Street Utilities Select Sector SPDR ETF worth $1.88M as of Q1 2026.
  • Laraway Financial Advisors sold 91 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.08K.
  • State Street Utilities Select Sector SPDR ETF made up 1.32% of Laraway Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Laraway Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.