Laurel Wealth Advisors (North Carolina)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$2.63M	Sell	58,047 -370	-0.6%	-$16.8K	0.25%	70
2026 Q1	$2.61M	Sell	58,417 -291	-0.5%	-$13.1K	0.26%	69
2025 Q4	$2.51M	Buy	58,708 +340	+0.6%	+$15.1K	0.33%	69
2025 Q3	$2.55M	Buy	58,368 +1,322	+2%	+$55.9K	0.36%	69
2025 Q2	$2.33M	Sell	57,046 -280	-0.5%	-$11.2K	0.35%	72
2025 Q1	$2.26M	Buy	57,326 +200	+0.4%	+$7.81K	0.35%	72
2024 Q4	$2.16M	Buy	57,126 +4,904	+9%	+$195K	0.34%	70
2024 Q3	$2.11M	Buy	52,222 +2,150	+4%	+$79.8K	0.34%	75
2024 Q2	$1.71M	Sell	50,072 -1,922	-4%	-$66K	0.3%	77
2024 Q1	$1.71M	Buy	51,994 +680	+1%	+$21.2K	0.29%	79
2023 Q4	$1.62M	Buy	51,314 +8,660	+20%	+$265K	0.31%	79
2023 Q3	$1.26M	Buy	42,654 +588	+1%	+$19K	0.27%	82
2023 Q2	$1.38M	Sell	42,066 -1,522	-3%	-$51.2K	0.28%	82
2023 Q1	$1.48M	Buy	43,588 +4,642	+12%	+$157K	0.31%	78
2022 Q4	$1.37M	Buy	38,946 +1,418	+4%	+$48.2K	0.31%	77
2022 Q3	$1.23M	Buy	37,528 +2,198	+6%	+$80.5K	0.31%	78
2022 Q2	$1.24M	Sell	35,330 -354	-1%	-$12.8K	0.3%	76
2022 Q1	$1.33M	Buy	35,684 +1,330	+4%	+$46.1K	0.28%	79
2021 Q4	$1.23M	Buy	34,354 +450	+1%	+$15.2K	0.25%	84
2021 Q3	$1.08M	Sell	33,904 -980	-3%	-$32.8K	0.24%	84
2021 Q2	$1.1M	Buy	34,884 +2,832	+9%	+$92.7K	0.24%	87
2021 Q1	$1.03M	Sell	32,052 -500	-2%	-$15.5K	0.25%	82
2020 Q4	$1.02M	Buy	32,552 +3,338	+11%	+$106K	0.27%	79
2020 Q3	$867K	Sell	29,214 -382	-1%	-$11.3K	0.26%	79
2020 Q2	$835K	Buy	29,596 +786	+3%	+$22.7K	0.27%	76
2020 Q1	$798K	Sell	28,810 -1,300	-4%	-$41.6K	0.3%	75
2019 Q4	$973K	Buy	30,110 +666	+2%	+$21.2K	0.31%	68
2019 Q3	$953K	Buy	29,444 +2,016	+7%	+$62.2K	0.33%	71
2019 Q2	$818K	Buy	27,428 +622	+2%	+$18.3K	0.29%	73
2019 Q1	$780K	Buy	26,806 +516	+2%	+$14.3K	0.29%	77
2018 Q4	$696K	Buy	+26,290	New	+$714K	0.28%	77

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Laurel Wealth Advisors (North Carolina)'s XLU Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.63% in Q2 2026, selling an estimated $16.8K and leaving 58,047 shares worth $2.63M. The position accounts for 0.25% of the portfolio, ranked #70.

Laurel Wealth Advisors (North Carolina) first reported a position in XLU in Q4 2018 and has held it in 31 quarters since. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 58,047 shares of State Street Utilities Select Sector SPDR ETF worth $2.63M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 370 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $16.8K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #70 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.