Mirador Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mirador Capital Partners’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	$933K	Buy	23,661 +704	+3%	+$30.6K	0.11%	117
2026 Q2	$1.04M	Buy	22,957 +295	+1%	+$13.4K	0.13%	108
2026 Q1	$1.04M	Buy	22,662 +388	+2%	+$17.4K	0.15%	95
2025 Q4	$951K	Buy	22,274 +100	+0.5%	+$4.43K	0.13%	109
2025 Q3	$967K	Sell	22,174 -638	-3%	-$27K	0.14%	106
2025 Q2	$931K	Buy	22,812 +1,068	+5%	+$42.6K	0.15%	96
2025 Q1	$857K	Buy	21,744 +710	+3%	+$27.7K	0.15%	98
2024 Q4	$796K	Buy	21,034 +1,148	+6%	+$45.6K	0.14%	103
2024 Q3	$803K	Buy	+19,886	New	+$738K	0.14%	99
2019 Q3	–	Sell	-11,314	Closed	-$337K	–	181
2019 Q2	$337K	Buy	+11,314	New	+$332K	0.17%	106

Other funds holding XLU

CTI

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

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

FFBTD

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

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

GGS

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

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Mirador Capital Partners's XLU Position: Q3 2026 in Review

Mirador Capital Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q3 2026, buying an estimated $30.6K and bringing the position to 23,661 shares worth $933K. The position accounts for 0.11% of the portfolio, ranked #117.

Mirador Capital Partners first reported a position in XLU in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2026. 221 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Mirador Capital Partners held 23,661 shares of State Street Utilities Select Sector SPDR ETF worth $933K as of Q3 2026.
Mirador Capital Partners bought 704 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $30.6K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Mirador Capital Partners's portfolio in Q3 2026, its #117 holding.
Mirador Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 10 quarters since.
Mirador Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.04M in Q2 2026.
221 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.