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

MONECO 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	$726K	Buy	15,826 +557	+4%	+$25K	0.06%	242
2025 Q4	$652K	Buy	15,269 +933	+7%	+$41.3K	0.05%	259
2025 Q3	$625K	Buy	14,336 +218	+2%	+$9.22K	0.05%	265
2025 Q2	$576K	Buy	14,118 +1,766	+14%	+$70.4K	0.05%	268
2025 Q1	$487K	Sell	12,352 -26,370	-68%	-$1.03M	0.05%	288
2024 Q4	$1.47M	Buy	38,722 +8,264	+27%	+$328K	0.15%	141
2024 Q3	$1.23M	Buy	30,458 +16,380	+116%	+$608K	0.15%	138
2024 Q2	$480K	Buy	+14,078	New	+$484K	0.07%	248
2023 Q4	–	Sell	-18,404	Closed	-$542K	–	403
2023 Q3	$542K	Buy	18,404 +8,822	+92%	+$284K	0.15%	161
2023 Q2	$314K	Buy	9,582 +178	+2%	+$5.99K	0.09%	244
2023 Q1	$318K	Buy	9,404 +2,848	+43%	+$96.5K	0.09%	231
2022 Q4	$231K	Buy	+6,556	New	+$223K	0.08%	229

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MONECO Advisors's XLU Position: Q1 2026 in Review

MONECO Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q1 2026, buying an estimated $25K and bringing the position to 15,826 shares worth $726K. The position accounts for 0.06% of the portfolio, ranked #242.

MONECO Advisors first reported a position in XLU in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

MONECO Advisors held 15,826 shares of State Street Utilities Select Sector SPDR ETF worth $726K as of Q1 2026.
MONECO Advisors bought 557 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $25K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of MONECO Advisors's portfolio in Q1 2026, its #242 holding.
MONECO Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
MONECO Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.47M in Q4 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.