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 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

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 22.96% 1-Year Est. Return

Milestone Asset Management's XLU Position: Q2 2026 in Review

Milestone Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6% in Q2 2026, buying an estimated $22.2K and bringing the position to 8,630 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #203.

Milestone Asset Management first reported a position in XLU in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.53M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Milestone Asset Management held 8,630 shares of State Street Utilities Select Sector SPDR ETF worth $391K as of Q2 2026.
Milestone Asset Management bought 491 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $22.2K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Milestone Asset Management's portfolio in Q2 2026, its #203 holding.
Milestone Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
Milestone Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.53M in Q1 2025.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.