McIlrath & Eck’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McIlrath & Eck’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	$4.96K	Hold	108	–	–	﹤0.01%	1227
2025 Q4	$4.61K	Hold	108	–	–	﹤0.01%	790
2025 Q3	$4.71K	Hold	108	–	–	﹤0.01%	752
2025 Q2	$4.41K	Hold	108	–	–	﹤0.01%	736
2025 Q1	$4.26K	Buy	+108	New	+$4.22K	﹤0.01%	750
2024 Q1	–	Sell	-30	Closed	-$950	–	966
2023 Q4	$950	Hold	30	–	–	﹤0.01%	852
2023 Q3	$884	Hold	30	–	–	﹤0.01%	821
2023 Q2	$982	Hold	30	–	–	﹤0.01%	823
2023 Q1	$1.01K	Hold	30	–	–	﹤0.01%	837
2022 Q4	$1.06K	Sell	30 -4,338	-99%	-$147K	﹤0.01%	795
2022 Q3	$143K	Buy	4,368 +4,118	+1,647%	+$151K	0.04%	111
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	535
2022 Q1	$9K	Buy	250 +30	+14%	+$1.04K	﹤0.01%	549
2021 Q4	$8K	Sell	220 -86	-28%	-$2.9K	﹤0.01%	574
2021 Q3	$10K	Hold	306	–	–	﹤0.01%	535
2021 Q2	$10K	Sell	306 -94	-24%	-$3.08K	﹤0.01%	527
2021 Q1	$13K	Hold	400	–	–	﹤0.01%	441
2020 Q4	$13K	Sell	400 -170	-30%	-$5.38K	﹤0.01%	377
2020 Q3	$17K	Hold	570	–	–	0.01%	294
2020 Q2	$16K	Hold	570	–	–	0.01%	281
2020 Q1	$16K	Buy	+570	New	+$18.2K	0.01%	239

Other funds holding XLU

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

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

McIlrath & Eck's XLU Position: Q1 2026 in Review

McIlrath & Eck held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 108 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

McIlrath & Eck first reported a position in XLU in Q1 2020 and has held it in 21 quarters since. The position peaked at $143K in Q3 2022. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

McIlrath & Eck held 108 shares of State Street Utilities Select Sector SPDR ETF worth $4.96K as of Q1 2026.
McIlrath & Eck left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1227 holding.
McIlrath & Eck first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 21 quarters since.
McIlrath & Eck's State Street Utilities Select Sector SPDR ETF position peaked at $143K in Q3 2022.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.