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 Q2	$734K	Buy	16,184 +358	+2%	+$16.2K	0.04%	310
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

MONECO Advisors's XLU Position: Q2 2026 in Review

MONECO Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, buying an estimated $16.2K and bringing the position to 16,184 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #310.

MONECO Advisors first reported a position in XLU in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

MONECO Advisors held 16,184 shares of State Street Utilities Select Sector SPDR ETF worth $734K as of Q2 2026.
MONECO Advisors bought 358 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $16.2K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #310 holding.
MONECO Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
MONECO Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.47M in Q4 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.