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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
Q2 		$1.86M Buy
41,111
+239
+0.6% +$10.8K 1.13% 23
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Laraway Financial Advisors's XLU Position: Q2 2026 in Review

Laraway Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.58% in Q2 2026, buying an estimated $10.8K and bringing the position to 41,111 shares worth $1.86M. The position accounts for 1.13% of the portfolio, ranked #23.

Laraway Financial Advisors first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Laraway Financial Advisors held 41,111 shares of State Street Utilities Select Sector SPDR ETF worth $1.86M as of Q2 2026.
  • Laraway Financial Advisors bought 239 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $10.8K.
  • State Street Utilities Select Sector SPDR ETF made up 1.13% of Laraway Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Laraway Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Laraway Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.88M in Q1 2026.
  • 1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.