Peddock Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Peddock Capital 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 Q1	$3.5M	Buy	76,318 +5,138	+7%	+$231K	0.77%	32
2025 Q4	$3.04M	Buy	71,180 +22,658	+47%	+$1M	0.64%	39
2025 Q3	$2.12M	Buy	48,522 +8,840	+22%	+$374K	0.46%	52
2025 Q2	$1.62M	Buy	+39,682	New	+$1.58M	0.37%	58

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

Peddock Capital Advisors's XLU Position: Q1 2026 in Review

Peddock Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.2% in Q1 2026, buying an estimated $231K and bringing the position to 76,318 shares worth $3.5M. The position accounts for 0.77% of the portfolio, ranked #32.

Peddock Capital Advisors first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Peddock Capital Advisors held 76,318 shares of State Street Utilities Select Sector SPDR ETF worth $3.5M as of Q1 2026.
Peddock Capital Advisors bought 5,138 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $231K.
State Street Utilities Select Sector SPDR ETF made up 0.77% of Peddock Capital Advisors's portfolio in Q1 2026, its #32 holding.
Peddock Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.