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 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 $1.37T 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

Measured Risk Portfolios's XLU Position: Q1 2026 in Review

Measured Risk Portfolios reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 8.9% in Q1 2026, selling an estimated $32.4K and leaving 7,369 shares worth $338K. The position accounts for 0.37% of the portfolio, ranked #52.

Measured Risk Portfolios first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. The position peaked at $353K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Measured Risk Portfolios held 7,369 shares of State Street Utilities Select Sector SPDR ETF worth $338K as of Q1 2026.
Measured Risk Portfolios sold 722 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $32.4K.
State Street Utilities Select Sector SPDR ETF made up 0.37% of Measured Risk Portfolios's portfolio in Q1 2026, its #52 holding.
Measured Risk Portfolios first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Measured Risk Portfolios's State Street Utilities Select Sector SPDR ETF position peaked at $353K in Q3 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.