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MKT Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

MKT Advisors’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 		$203K Sell
4,442
-698
-14% -$31.6K 0.06% 153
2026
Q1 		$238K Sell
5,140
-659
-11% -$29.6K 0.08% 144
2025
Q4 		$248K Buy
5,799
+1
+0% +$44 0.08% 143
2025
Q3 		$255K Sell
5,798
-888
-13% -$37.6K 0.1% 138
2025
Q2 		$274K Hold
6,686
– – 0.11% 133
2025
Q1 		$245K Buy
6,686
+234
+4% +$9.14K 0.12% 123
2024
Q4 		$254K Buy
6,452
+238
+4% +$9.44K 0.11% 125
2024
Q3 		$253K Hold
6,214
– – 0.12% 129
2024
Q2 		$214K Hold
6,214
– – 0.11% 136
2024
Q1 		$201K Sell
6,214
-594
-9% -$18.5K 0.11% 138
2023
Q4 		$220K Buy
+6,808
New +$208K 0.15% 131
2023
Q3 		– Sell
-7,208
Closed -$242K – 151
2023
Q2 		$242K Sell
7,208
-170
-2% -$5.72K 0.17% 115
2023
Q1 		$256K Sell
7,378
-724
-9% -$24.5K 0.19% 107
2022
Q4 		$292K Sell
8,102
-212
-3% -$7.21K 0.22% 90
2022
Q3 		$272K Sell
8,314
-2,822
-25% -$103K 0.24% 87
2022
Q2 		$391K Buy
11,136
+696
+7% +$25.2K 0.3% 72
2022
Q1 		$374K Buy
10,440
+676
+7% +$23.4K 0.28% 78
2021
Q4 		$325K Buy
+9,764
New +$329K 0.25% 87

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

MKT Advisors's XLU Position: Q2 2026 in Review

MKT Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, selling an estimated $31.6K and leaving 4,442 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #153.

MKT Advisors first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $391K in Q2 2022. 510 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • MKT Advisors held 4,442 shares of State Street Utilities Select Sector SPDR ETF worth $203K as of Q2 2026.
  • MKT Advisors sold 698 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $31.6K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of MKT Advisors's portfolio in Q2 2026, its #153 holding.
  • MKT Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • MKT Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $391K in Q2 2022.
  • 510 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.