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 $1.37T 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

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

Paladin Advisory Group held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 616 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #178.

Paladin Advisory Group first reported a position in XLU in Q1 2022 and has held it in 14 quarters since. The position peaked at $127K in Q1 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Paladin Advisory Group held 616 shares of State Street Utilities Select Sector SPDR ETF worth $28.3K as of Q1 2026.
Paladin Advisory Group left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Paladin Advisory Group's portfolio in Q1 2026, its #178 holding.
Paladin Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $127K in Q1 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.