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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MBA Advisors's XLU Position: Q1 2026 in Review

MBA Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.4% in Q1 2026, buying an estimated $22.5K and bringing the position to 7,271 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #106.

MBA Advisors first reported a position in XLU in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.78M in Q1 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

MBA Advisors held 7,271 shares of State Street Utilities Select Sector SPDR ETF worth $334K as of Q1 2026.
MBA Advisors bought 502 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $22.5K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of MBA Advisors's portfolio in Q1 2026, its #106 holding.
MBA Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 14 quarters since.
MBA Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.78M in Q1 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.