Northstar Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Northstar Advisory Group’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	-58,127	Closed	-$2.48M	–	136
2025 Q4	$2.48M	Sell	58,127 -3,089	-5%	-$137K	0.88%	34
2025 Q3	$2.67M	Buy	+61,216	New	+$2.59M	1.09%	29
2025 Q1	–	Sell	-133,596	Closed	-$5.06M	–	121
2024 Q4	$5.06M	Buy	133,596 +43,592	+48%	+$1.73M	2.57%	8
2024 Q3	$3.64M	Sell	90,004 -40,982	-31%	-$1.52M	1.89%	13
2024 Q2	$4.46M	Buy	+130,986	New	+$4.5M	2.57%	10
2024 Q1	–	Sell	-7,728	Closed	-$245K	–	110
2023 Q4	$245K	Sell	7,728 -21,230	-73%	-$649K	0.15%	83
2023 Q3	$853K	Buy	+28,958	New	+$933K	0.62%	37
2022 Q2	–	Sell	-44,838	Closed	-$1.67M	–	109
2022 Q1	$1.67M	Buy	+44,838	New	+$1.55M	1.07%	23

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

Northstar Advisory Group's XLU Position: Q1 2026 in Review

Northstar Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 58,127 shares — an estimated $2.48M sold.

Northstar Advisory Group first reported a position in XLU in Q1 2022 and held it in 8 quarters. The position peaked at $5.06M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Northstar Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Northstar Advisory Group sold 58,127 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.48M.
Northstar Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Northstar Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $5.06M 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 Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.