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

Modus 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 Q1	–	Sell	-62	Closed	-$2.65K	–	346
2025 Q4	$2.65K	Buy	+62	New	+$2.75K	﹤0.01%	317
2025 Q1	–	Sell	-62	Closed	-$2.35K	–	310
2024 Q4	$2.35K	Buy	+62	New	+$2.46K	﹤0.01%	282
2021 Q3	–	Sell	-62	Closed	-$2K	–	247
2021 Q2	$2K	Buy	+62	New	+$2.03K	﹤0.01%	246
2020 Q3	–	Sell	-792	Closed	-$22K	–	211
2020 Q2	$22K	Buy	+792	New	+$22.8K	0.01%	154

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Modus Advisors's XLU Position: Q1 2026 in Review

Modus Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 62 shares — an estimated $2.65K sold.

Modus Advisors first reported a position in XLU in Q2 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2020. 1,599 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Modus Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 62 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.65K.
Modus Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 4 quarters.
Modus Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $22K in Q2 2020.
1,599 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.