Milestone Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Milestone Asset Management’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	$1.72M	Buy	43,712 +35,082	+407%	+$1.52M	0.27%	85
2026 Q2	$391K	Buy	8,630 +491	+6%	+$22.2K	0.06%	203
2026 Q1	$374K	Buy	8,139 +712	+10%	+$31.9K	0.07%	186
2025 Q4	$317K	Buy	+7,427	New	+$329K	0.06%	181
2025 Q2	–	Sell	-64,046	Closed	-$2.53M	–	251
2025 Q1	$2.53M	Buy	+64,046	New	+$2.5M	0.54%	44
2024 Q3	–	Sell	-6,140	Closed	-$209K	–	232
2024 Q2	$209K	Buy	+6,140	New	+$211K	0.05%	188

Other funds holding XLU

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Milestone Asset Management's XLU Position: Q3 2026 in Review

Milestone Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 407% in Q3 2026, buying an estimated $1.52M and bringing the position to 43,712 shares worth $1.72M. The position accounts for 0.27% of the portfolio, ranked #85.

Milestone Asset Management first reported a position in XLU in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.53M in Q1 2025. 252 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Milestone Asset Management held 43,712 shares of State Street Utilities Select Sector SPDR ETF worth $1.72M as of Q3 2026.
Milestone Asset Management bought 35,082 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $1.52M.
State Street Utilities Select Sector SPDR ETF made up 0.27% of Milestone Asset Management's portfolio in Q3 2026, its #85 holding.
Milestone Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 6 quarters since.
Milestone Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.53M in Q1 2025.
252 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.