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

Park Edge 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 Q2	$2.51M	Buy	55,347 +6,071	+12%	+$275K	0.53%	39
2026 Q1	$2.26M	Sell	49,276 -47,955	-49%	-$2.15M	0.52%	34
2025 Q4	$4.15M	Buy	97,231 +41,887	+76%	+$1.85M	0.94%	19
2025 Q3	$2.41M	Buy	55,344 +18,876	+52%	+$798K	0.56%	34
2025 Q2	$1.49M	Sell	36,468 -43,820	-55%	-$1.75M	0.38%	53
2025 Q1	$3.17M	Buy	80,288 +10,096	+14%	+$394K	0.88%	16
2024 Q4	$2.66M	Buy	70,192 +8,094	+13%	+$321K	0.77%	26
2024 Q3	$2.51M	Buy	+62,098	New	+$2.3M	0.72%	22

Other funds holding XLU

CTI

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Park Edge Advisors's XLU Position: Q2 2026 in Review

Park Edge Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, buying an estimated $275K and bringing the position to 55,347 shares worth $2.51M. The position accounts for 0.53% of the portfolio, ranked #39.

Park Edge Advisors first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.15M in Q4 2025. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Park Edge Advisors held 55,347 shares of State Street Utilities Select Sector SPDR ETF worth $2.51M as of Q2 2026.
Park Edge Advisors bought 6,071 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $275K.
State Street Utilities Select Sector SPDR ETF made up 0.53% of Park Edge Advisors's portfolio in Q2 2026, its #39 holding.
Park Edge Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Park Edge Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.15M in Q4 2025.
268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.