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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$528K Buy
11,644
+448
+4% +$20.3K 0.06% 237
2026
Q1
$514K Buy
+11,196
New +$502K 0.07% 223
2025
Q3
$488K Buy
11,196
+460
+4% +$19.5K 0.07% 208
2025
Q2
$438K Sell
10,736
-36
-0.3% -$1.43K 0.07% 215
2025
Q1
$425K Buy
10,772
+36
+0.3% +$1.41K 0.08% 214
2024
Q4
$406K Hold
10,736
0.08% 209
2024
Q3
$434K Buy
10,736
+1,200
+13% +$44.5K 0.1% 186
2024
Q2
$325K Buy
9,536
+276
+3% +$9.48K 0.08% 213
2024
Q1
$304K Sell
9,260
-40
-0.4% -$1.25K 0.08% 224
2023
Q4
$294K Buy
9,300
+40
+0.4% +$1.22K 0.08% 227
2023
Q3
$273K Sell
9,260
-426
-4% -$13.7K 0.08% 228
2023
Q2
$317K Buy
9,686
+2,900
+43% +$97.6K 0.1% 190
2023
Q1
$230K Buy
+6,786
New +$230K 0.08% 224

Other funds holding XLU

LexAurum Advisors's XLU Position: Q2 2026 in Review

LexAurum Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4% in Q2 2026, buying an estimated $20.3K and bringing the position to 11,644 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #237.

LexAurum Advisors first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • LexAurum Advisors held 11,644 shares of State Street Utilities Select Sector SPDR ETF worth $528K as of Q2 2026.
  • LexAurum Advisors bought 448 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $20.3K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of LexAurum Advisors's portfolio in Q2 2026, its #237 holding.
  • LexAurum Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.