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

Lloyd 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 Q2	–	Sell	-7,162	Closed	-$329K	–	1026
2026 Q1	$329K	Buy	+7,162	New	+$321K	0.09%	106
2022 Q2	–	Sell	-264	Closed	-$10K	–	579
2022 Q1	$10K	Buy	264 +132	+100%	+$4.58K	﹤0.01%	399
2021 Q4	$5K	Hold	132	–	–	﹤0.01%	353
2021 Q3	$4K	Hold	132	–	–	﹤0.01%	326
2021 Q2	$4K	Buy	132 +24	+22%	+$786	﹤0.01%	335
2021 Q1	$3K	Hold	108	–	–	﹤0.01%	328
2020 Q4	$3K	Hold	108	–	–	﹤0.01%	303
2020 Q3	$3K	Buy	+108	New	+$3.21K	﹤0.01%	276

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lloyd Advisory Services's XLU Position: Q2 2026 in Review

Lloyd Advisory Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 7,162 shares — an estimated $329K sold.

Lloyd Advisory Services first reported a position in XLU in Q3 2020 and held it in 8 quarters. The position peaked at $329K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Lloyd Advisory Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 7,162 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
Lloyd Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 8 quarters.
Lloyd Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $329K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.