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
2023 Q1	–	Sell	-3,380	Closed	-$119K	–	526
2022 Q4	$119K	Hold	3,380	–	–	0.1%	119
2022 Q3	$110K	Hold	3,380	–	–	0.1%	118
2022 Q2	$118K	Buy	+3,380	New	+$122K	0.1%	121
2022 Q1	–	Sell	-3,380	Closed	-$120K	–	546
2021 Q4	$120K	Buy	+3,380	New	+$114K	0.1%	124

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

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. 1,579 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.
1,579 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.