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

Prime Capital Investment 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 		$4.31M Sell
95,133
-113,129
-54% -$5.12M 0.04% 256
2026
Q1 		$9.56M Sell
208,262
-2,454
-1% -$110K 0.11% 155
2025
Q4 		$9M Buy
210,716
+1,890
+0.9% +$83.7K 0.11% 147
2025
Q3 		$9.11M Sell
208,826
-2,090
-1% -$88.4K 0.11% 137
2025
Q2 		$8.61M Sell
210,916
-98,350
-32% -$3.92M 0.11% 140
2025
Q1 		$12.2M Buy
309,266
+24,244
+9% +$947K 0.14% 125
2024
Q4 		$10.8M Sell
285,022
-18,322
-6% -$727K 0.16% 108
2024
Q3 		$12.3M Sell
303,344
-2,922
-1% -$108K 0.17% 102
2024
Q2 		$10.4M Sell
306,266
-13,906
-4% -$478K 0.15% 110
2024
Q1 		$10.5M Sell
320,172
-618
-0.2% -$19.3K 0.15% 122
2023
Q4 		$10.2M Buy
320,790
+22,096
+7% +$676K 0.15% 118
2023
Q3 		$8.8M Sell
298,694
-76,360
-20% -$2.46M 0.18% 105
2023
Q2 		$12.3M Buy
375,054
+263,330
+236% +$8.87M 0.24% 89
2023
Q1 		$3.78M Sell
111,724
-399,012
-78% -$13.5M 0.16% 116
2022
Q4 		$18M Buy
510,736
+256,744
+101% +$8.73M 0.68% 37
2022
Q3 		$8.32M Buy
253,992
+32,636
+15% +$1.2M 0.48% 42
2022
Q2 		$7.76M Buy
221,356
+206,708
+1,411% +$7.48M 0.46% 38
2022
Q1 		$524K Sell
14,648
-4,700
-24% -$163K 0.03% 233
2021
Q4 		$692K Sell
19,348
-1,976
-9% -$66.7K 0.04% 200
2021
Q3 		$681K Sell
21,324
-3,558
-14% -$119K 0.04% 203
2021
Q2 		$787K Buy
24,882
+5,130
+26% +$168K 0.05% 208
2021
Q1 		$632K Sell
19,752
-63,530
-76% -$1.97M 0.05% 177
2020
Q4 		$2.61M Sell
83,282
-3,142
-4% -$99.4K 0.2% 96
2020
Q3 		$2.57M Buy
86,424
+62,730
+265% +$1.86M 0.22% 90
2020
Q2 		$669K Sell
23,694
-110,822
-82% -$3.2M 0.06% 165
2020
Q1 		$3.73M Buy
134,516
+33,474
+33% +$1.07M 0.44% 44
2019
Q4 		$3.27M Buy
101,042
+4,616
+5% +$147K 0.37% 58
2019
Q3 		$3.12M Buy
96,426
+11,598
+14% +$358K 0.48% 52
2019
Q2 		$2.53M Buy
84,828
+80,516
+1,867% +$2.36M 0.46% 59
2019
Q1 		$125K Buy
+4,312
New +$120K 0.04% 146
2018
Q4 		– Sell
-4,200
Closed -$111K – 439
2018
Q3 		$111K Hold
4,200
– – 0.04% 154
2018
Q2 		$109K Hold
4,200
– – 0.05% 153
2018
Q1 		$106K Hold
4,200
– – 0.08% 130
2017
Q4 		$111K Buy
+4,200
New +$115K 0.09% 124

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prime Capital Investment Advisors's XLU Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 54% in Q2 2026, selling an estimated $5.12M and leaving 95,133 shares worth $4.31M. The position accounts for 0.04% of the portfolio, ranked #256.

Prime Capital Investment Advisors first reported a position in XLU in Q4 2017 and has held it in 34 quarters since. The position peaked at $18M in Q4 2022. 1,249 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Prime Capital Investment Advisors held 95,133 shares of State Street Utilities Select Sector SPDR ETF worth $4.31M as of Q2 2026.
  • Prime Capital Investment Advisors sold 113,129 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.12M.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • Prime Capital Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
  • Prime Capital Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $18M in Q4 2022.
  • 1,249 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.