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

LexAurum 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 		$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

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return