Level Four Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Level Four Advisory Services’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	$1.85M	Sell	40,391 -96,087	-70%	-$4.31M	0.06%	300
2025 Q4	$5.83M	Buy	136,478 +2,660	+2%	+$118K	0.19%	144
2025 Q3	$5.84M	Buy	133,818 +7,130	+6%	+$302K	0.2%	138
2025 Q2	$5.17M	Buy	126,688 +59,290	+88%	+$2.36M	0.19%	153
2025 Q1	$2.66M	Buy	67,398 +54,464	+421%	+$2.13M	0.11%	221
2024 Q4	$490K	Sell	12,934 -10,144	-44%	-$403K	0.02%	498
2024 Q3	$922K	Sell	23,078 -5,406	-19%	-$201K	0.04%	376
2024 Q2	$970K	Buy	28,484 +15,196	+114%	+$522K	0.04%	339
2024 Q1	$421K	Hold	13,288	–	–	0.02%	522
2023 Q4	$421K	Buy	13,288 +1,970	+17%	+$60.2K	0.02%	519
2023 Q3	$333K	Sell	11,318 -1,336	-11%	-$43.1K	0.02%	551
2023 Q2	$414K	Sell	12,654 -5,786	-31%	-$195K	0.02%	534
2023 Q1	$624K	Buy	18,440 +7,558	+69%	+$256K	0.04%	374
2022 Q4	$384K	Buy	+10,882	New	+$370K	0.03%	459
2022 Q1	–	Sell	-5,760	Closed	-$206K	–	709
2021 Q4	$206K	Buy	+5,760	New	+$194K	0.02%	606
2021 Q3	–	Sell	-42,470	Closed	-$1.34M	–	659
2021 Q2	$1.34M	Sell	42,470 -34,402	-45%	-$1.13M	0.09%	231
2021 Q1	$2.46M	Buy	76,872 +11,612	+18%	+$360K	0.19%	135
2020 Q4	$2.05M	Buy	65,260 +25,622	+65%	+$811K	0.16%	147
2020 Q3	$1.18M	Buy	39,638 +18,150	+84%	+$539K	0.09%	217
2020 Q2	$604K	Sell	21,488 -1,492	-6%	-$43K	0.05%	336
2020 Q1	$638K	Buy	22,980 +2,918	+15%	+$93.3K	0.08%	271
2019 Q4	$649K	Sell	20,062 -4,946	-20%	-$157K	0.03%	347
2019 Q3	$810K	Sell	25,008 -1,880	-7%	-$58K	0.08%	239
2019 Q2	$802K	Buy	26,888 +3,218	+14%	+$94.5K	0.08%	235
2019 Q1	$688K	Buy	23,670 +126	+0.5%	+$3.5K	0.08%	254
2018 Q4	$623K	Sell	23,544 -362	-2%	-$9.84K	0.08%	253
2018 Q3	$629K	Sell	23,906 -252,148	-91%	-$6.7M	0.07%	295
2018 Q2	$7.17M	Buy	276,054 +10,216	+4%	+$257K	0.52%	43
2018 Q1	$6.72M	Buy	265,838 +10,002	+4%	+$250K	0.52%	45
2017 Q4	$6.74M	Buy	255,836 +7,798	+3%	+$214K	0.52%	47
2017 Q3	$6.58M	Sell	248,038 -9,356	-4%	-$251K	0.58%	37
2017 Q2	$6.66M	Hold	257,394	–	–	1.03%	19
2017 Q1	$6.66M	Buy	257,394 +247,146	+2,412%	+$6.17M	0.68%	32
2016 Q4	$249K	Buy	+10,248	New	+$245K	0.03%	398

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Level Four Advisory Services's XLU Position: Q1 2026 in Review

Level Four Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 70% in Q1 2026, selling an estimated $4.31M and leaving 40,391 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #300.

Level Four Advisory Services first reported a position in XLU in Q4 2016 and has held it in 34 quarters since. The position peaked at $7.17M in Q2 2018. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Level Four Advisory Services held 40,391 shares of State Street Utilities Select Sector SPDR ETF worth $1.85M as of Q1 2026.
Level Four Advisory Services sold 96,087 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.31M.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Level Four Advisory Services's portfolio in Q1 2026, its #300 holding.
Level Four Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 34 quarters since.
Level Four Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $7.17M in Q2 2018.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.