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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
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 $1.94B AUM 29.99% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return