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

LM 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	$1.59M	Buy	35,112 +32,694	+1,352%	+$1.48M	0.18%	80
2026 Q1	$52.7K	Buy	2,418 +16	+0.7%	+$718	0.83%	33
2025 Q4	$56.3K	Sell	2,402 -53,956	-96%	-$2.39M	1.01%	29
2025 Q3	$2.46M	Sell	56,358 -130	-0.2%	-$5.5K	0.35%	53
2025 Q2	$2.31M	Sell	56,488 -1,000	-2%	-$39.8K	0.3%	51
2025 Q1	$2.27M	Buy	57,488 +1,000	+2%	+$39.1K	0.41%	50
2024 Q4	$2.14M	Sell	56,488 -3,076	-5%	-$122K	0.38%	49
2024 Q3	$2.3M	Sell	59,564 -7,780	-12%	-$289K	0.47%	45
2024 Q2	$2.2M	Buy	67,344 +456	+0.7%	+$15.7K	﹤0.01%	67
2024 Q1	$2.11M	Sell	66,888 -3,722	-5%	-$116K	0.33%	62
2023 Q4	$2.24M	Buy	+70,610	New	+$2.16M	0.45%	46

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

LM Advisors's XLU Position: Q2 2026 in Review

LM Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1,352% in Q2 2026, buying an estimated $1.48M and bringing the position to 35,112 shares worth $1.59M. The position accounts for 0.18% of the portfolio, ranked #80.

LM Advisors first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.46M in Q3 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

LM Advisors held 35,112 shares of State Street Utilities Select Sector SPDR ETF worth $1.59M as of Q2 2026.
LM Advisors bought 32,694 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.48M.
State Street Utilities Select Sector SPDR ETF made up 0.18% of LM Advisors's portfolio in Q2 2026, its #80 holding.
LM Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
LM Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.46M in Q3 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.