Measured Risk Portfolios’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Measured Risk Portfolios’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	$326K	Sell	7,188 -181	-2%	-$8.2K	0.29%	54
2026 Q1	$338K	Sell	7,369 -722	-9%	-$32.4K	0.37%	52
2025 Q4	$345K	Sell	8,091 -5	-0.1%	-$221	0.34%	54
2025 Q3	$353K	Sell	8,096 -90	-1%	-$3.81K	0.33%	54
2025 Q2	$334K	Buy	8,186 +32	+0.4%	+$1.27K	0.32%	50
2025 Q1	$321K	Sell	8,154 -642	-7%	-$25.1K	0.34%	51
2024 Q4	$333K	Buy	+8,796	New	+$349K	0.35%	51

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 22.9% 1-Year Est. Return

Measured Risk Portfolios's XLU Position: Q2 2026 in Review

Measured Risk Portfolios reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.5% in Q2 2026, selling an estimated $8.2K and leaving 7,188 shares worth $326K. The position accounts for 0.29% of the portfolio, ranked #54.

Measured Risk Portfolios first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $353K in Q3 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Measured Risk Portfolios held 7,188 shares of State Street Utilities Select Sector SPDR ETF worth $326K as of Q2 2026.
Measured Risk Portfolios sold 181 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $8.2K.
State Street Utilities Select Sector SPDR ETF made up 0.29% of Measured Risk Portfolios's portfolio in Q2 2026, its #54 holding.
Measured Risk Portfolios first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Measured Risk Portfolios's State Street Utilities Select Sector SPDR ETF position peaked at $353K in Q3 2025.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.