Prairie Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Prairie Wealth 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	–	Hold	0	–	–	–	134
2025 Q4	–	Sell	-5,144	Closed	-$228K	–	138
2025 Q3	$224K	Hold	5,144	–	–	0.09%	143
2025 Q2	$210K	Hold	5,144	–	–	0.09%	147
2025 Q1	$203K	Buy	+5,144	New	+$201K	0.1%	139
2024 Q4	–	Sell	-5,144	Closed	-$208K	–	157
2024 Q3	$208K	Buy	+5,144	New	+$191K	0.1%	139

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

Prairie Wealth Advisors's XLU Position: Q1 2026 in Review

Prairie Wealth Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 0 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #134.

Prairie Wealth Advisors first reported a position in XLU in Q3 2024 and has held it in 4 quarters since. The position peaked at $224K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Prairie Wealth Advisors held 0 shares of State Street Utilities Select Sector SPDR ETF worth $238K as of Q1 2026.
Prairie Wealth Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Prairie Wealth Advisors's portfolio in Q1 2026, its #134 holding.
Prairie Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 4 quarters since.
Prairie Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $224K in Q3 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Prairie Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.