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

Mutual 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	$4.97M	Buy	108,336 +10,666	+11%	+$479K	0.11%	191
2025 Q4	$4.17M	Buy	97,670 +8,026	+9%	+$355K	0.09%	218
2025 Q3	$4.05M	Buy	89,644 +1,544	+2%	+$65.3K	0.09%	218
2025 Q2	$3.72M	Buy	88,100 +4,468	+5%	+$178K	0.09%	210
2025 Q1	$3.27M	Buy	83,632 +36,328	+77%	+$1.42M	0.09%	208
2024 Q4	$1.86M	Sell	47,304 -36,218	-43%	-$1.44M	0.05%	299
2024 Q3	$3.41M	Sell	83,522 -38,656	-32%	-$1.43M	0.1%	185
2024 Q2	$4.37M	Buy	122,178 +59,220	+94%	+$2.03M	0.13%	155
2024 Q1	$2.07M	Sell	62,958 -77,570	-55%	-$2.42M	0.07%	269
2023 Q4	$4.45M	Sell	140,528 -1,406	-1%	-$43K	0.15%	142
2023 Q3	$4.18M	Buy	141,934 +82,020	+137%	+$2.64M	0.16%	126
2023 Q2	$1.96M	Sell	59,914 -112,172	-65%	-$3.78M	0.07%	257
2023 Q1	$5.82M	Buy	172,086 +47,264	+38%	+$1.6M	0.24%	87
2022 Q4	$4.4M	Buy	124,822 +3,444	+3%	+$117K	0.2%	109
2022 Q3	$3.98M	Buy	121,378 +21,856	+22%	+$801K	0.2%	102
2022 Q2	$3.49M	Buy	99,522 +8,094	+9%	+$293K	0.23%	96
2022 Q1	$3.4M	Buy	91,428 +68,220	+294%	+$2.36M	0.19%	114
2021 Q4	$831K	Buy	23,208 +3,058	+15%	+$103K	0.04%	441
2021 Q3	$644K	Buy	20,150 +4,950	+33%	+$165K	0.04%	478
2021 Q2	$481K	Buy	15,200 +2,488	+20%	+$81.4K	0.03%	533
2021 Q1	$407K	Sell	12,712 -3,442	-21%	-$107K	0.03%	547
2020 Q4	$506K	Buy	16,154 +408	+3%	+$12.9K	0.04%	463
2020 Q3	$467K	Buy	+15,746	New	+$467K	0.04%	437
2019 Q4	–	Sell	-23,670	Closed	-$766K	–	627
2019 Q3	$766K	Buy	+23,670	New	+$730K	0.1%	240

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

Mutual Advisors's XLU Position: Q1 2026 in Review

Mutual Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q1 2026, buying an estimated $479K and bringing the position to 108,336 shares worth $4.97M. The position accounts for 0.11% of the portfolio, ranked #191.

Mutual Advisors first reported a position in XLU in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.82M in Q1 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Mutual Advisors held 108,336 shares of State Street Utilities Select Sector SPDR ETF worth $4.97M as of Q1 2026.
Mutual Advisors bought 10,666 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $479K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #191 holding.
Mutual Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 24 quarters since.
Mutual Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $5.82M in Q1 2023.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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