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

Paladin 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 Q2	$27.9K	Hold	616	–	–	0.02%	177
2026 Q1	$28.3K	Hold	616	–	–	0.02%	178
2025 Q4	$26.3K	Hold	616	–	–	0.02%	180
2025 Q3	$26.9K	Hold	616	–	–	0.02%	172
2025 Q2	$25.2K	Sell	616 -108	-15%	-$4.3K	0.02%	168
2025 Q1	$28.5K	Hold	724	–	–	0.02%	168
2024 Q4	$27.4K	Hold	724	–	–	0.02%	173
2024 Q3	$29.2K	Hold	724	–	–	0.02%	176
2024 Q2	$24.5K	Hold	724	–	–	0.02%	172
2024 Q1	$23.6K	Sell	724 -482	-40%	-$15K	0.02%	173
2023 Q4	$38.2K	Hold	1,206	–	–	0.03%	157
2023 Q3	$35.5K	Sell	1,206 -1,942	-62%	-$62.6K	0.03%	166
2023 Q2	$103K	Hold	3,148	–	–	0.08%	120
2023 Q1	$107K	Buy	+3,148	New	+$107K	0.09%	123
2022 Q2	–	Sell	-3,380	Closed	-$122K	–	546
2022 Q1	$127K	Buy	+3,380	New	+$117K	0.1%	119

Other funds holding XLU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Paladin Advisory Group's XLU Position: Q2 2026 in Review

Paladin Advisory Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 616 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #177.

Paladin Advisory Group first reported a position in XLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $127K in Q1 2022. 724 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Paladin Advisory Group held 616 shares of State Street Utilities Select Sector SPDR ETF worth $27.9K as of Q2 2026.
Paladin Advisory Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Paladin Advisory Group's portfolio in Q2 2026, its #177 holding.
Paladin Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $127K in Q1 2022.
724 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.