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

MBA 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 Q3	$405K	Buy	10,259 +1,141	+13%	+$49.6K	0.13%	104
2026 Q2	$413K	Buy	9,118 +1,847	+25%	+$83.7K	0.14%	101
2026 Q1	$334K	Buy	7,271 +502	+7%	+$22.5K	0.13%	106
2025 Q4	$289K	Buy	6,769 +1	+0%	+$44	0.12%	115
2025 Q3	$295K	Buy	6,768 +40	+0.6%	+$1.69K	0.13%	111
2025 Q2	$275K	Buy	6,728 +216	+3%	+$8.61K	0.13%	112
2025 Q1	$257K	Sell	6,512 -190	-3%	-$7.42K	0.13%	118
2024 Q4	$254K	Buy	+6,702	New	+$266K	0.13%	117
2023 Q3	–	Sell	-50,030	Closed	-$1.64M	–	126
2023 Q2	$1.64M	Sell	50,030 -32,084	-39%	-$1.08M	0.98%	30
2023 Q1	$2.78M	Buy	82,114 +3,446	+4%	+$117K	1.73%	18
2022 Q4	$2.77M	Buy	78,668 +3,948	+5%	+$134K	1.81%	17
2022 Q3	$2.45M	Buy	74,720 +16,152	+28%	+$592K	1.77%	16
2022 Q2	$2.05M	Buy	58,568 +4,496	+8%	+$163K	1.41%	22
2022 Q1	$2.01M	Buy	54,072 +8,562	+19%	+$297K	1.25%	23
2021 Q4	$1.63M	Sell	45,510 -8,802	-16%	-$297K	1.01%	30
2021 Q3	$1.74M	Buy	+54,312	New	+$1.82M	1.28%	24

Other funds holding XLU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

MBA Advisors's XLU Position: Q3 2026 in Review

MBA Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q3 2026, buying an estimated $49.6K and bringing the position to 10,259 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #104.

MBA Advisors first reported a position in XLU in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.78M in Q1 2023. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

MBA Advisors held 10,259 shares of State Street Utilities Select Sector SPDR ETF worth $405K as of Q3 2026.
MBA Advisors bought 1,141 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $49.6K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of MBA Advisors's portfolio in Q3 2026, its #104 holding.
MBA Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 16 quarters since.
MBA Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.78M in Q1 2023.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.