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Moneta Group Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moneta Group Investment 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 		$616K Sell
13,425
-741
-5% -$33.2K ﹤0.01% 450
2025
Q4 		$605K Buy
14,166
+2,154
+18% +$95.4K ﹤0.01% 456
2025
Q3 		$524K Buy
12,012
+284
+2% +$12K ﹤0.01% 482
2025
Q2 		$479K Sell
11,728
-1,538
-12% -$61.3K 0.01% 447
2025
Q1 		$523K Sell
13,266
-2,194
-14% -$85.7K 0.01% 405
2024
Q4 		$585K Buy
15,460
+1,952
+14% +$77.5K 0.01% 373
2024
Q3 		$546K Buy
13,508
+2,050
+18% +$76K 0.01% 386
2024
Q2 		$390K Buy
11,458
+536
+5% +$18.4K 0.01% 434
2024
Q1 		$358K Buy
10,922
+992
+10% +$31K 0.01% 438
2023
Q4 		$314K Sell
9,930
-240
-2% -$7.34K 0.01% 434
2023
Q3 		$300K Sell
10,170
-246
-2% -$7.93K 0.01% 406
2023
Q2 		$341K Sell
10,416
-472
-4% -$15.9K 0.01% 408
2023
Q1 		$369K Sell
10,888
-774
-7% -$26.2K 0.01% 372
2022
Q4 		$403K Sell
11,662
-1,344
-10% -$45.7K 0.01% 322
2022
Q3 		$426K Sell
13,006
-512
-4% -$18.8K 0.02% 294
2022
Q2 		$474K Buy
13,518
+626
+5% +$22.7K 0.02% 308
2022
Q1 		$480K Sell
12,892
-268
-2% -$9.29K 0.02% 298
2021
Q4 		$471K Buy
13,160
+794
+6% +$26.8K 0.02% 303
2021
Q3 		$395K Buy
12,366
+3,194
+35% +$107K 0.02% 320
2021
Q2 		$290K Sell
9,172
-10
-0.1% -$327 0.01% 374
2021
Q1 		$294K Buy
+9,182
New +$285K 0.02% 337

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Moneta Group Investment Advisors's XLU Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.2% in Q1 2026, selling an estimated $33.2K and leaving 13,425 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Moneta Group Investment Advisors first reported a position in XLU in Q1 2021 and has held it in 21 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Moneta Group Investment Advisors held 13,425 shares of State Street Utilities Select Sector SPDR ETF worth $616K as of Q1 2026.
  • Moneta Group Investment Advisors sold 741 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $33.2K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #450 holding.
  • Moneta Group Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.