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

Primoris 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	$1.19M	Buy	25,878 +738	+3%	+$33.1K	0.83%	37
2025 Q4	$1.07M	Sell	25,140 -712	-3%	-$31.5K	0.64%	43
2025 Q3	$1.13M	Sell	25,852 -3,910	-13%	-$165K	0.72%	39
2025 Q2	$1.22M	Sell	29,762 -2,234	-7%	-$89K	0.83%	36
2025 Q1	$1.26M	Sell	31,996 -67,362	-68%	-$2.63M	0.98%	33
2024 Q4	$3.76M	Sell	99,358 -39,634	-29%	-$1.57M	2.86%	11
2024 Q3	$5.61M	Buy	138,992 +25,502	+22%	+$946K	4.08%	2
2024 Q2	$3.87M	Buy	113,490 +66,032	+139%	+$2.27M	3.09%	9
2024 Q1	$1.56M	Buy	47,458 +206	+0.4%	+$6.43K	1.25%	27
2023 Q4	$1.5M	Buy	47,252 +168	+0.4%	+$5.14K	1.41%	25
2023 Q3	$1.39M	Sell	47,084 -77,592	-62%	-$2.5M	1.68%	20
2023 Q2	$4.08M	Buy	124,676 +79,992	+179%	+$2.69M	4.47%	5
2023 Q1	$1.51M	Sell	44,684 -234	-0.5%	-$7.93K	1.86%	20
2022 Q4	$1.58M	Sell	44,918 -12,444	-22%	-$423K	2.44%	12
2022 Q3	$1.66M	Buy	57,362 +8,302	+17%	+$304K	2.96%	9
2022 Q2	$1.73M	Buy	49,060 +23,760	+94%	+$860K	2.48%	13
2022 Q1	$937K	Buy	25,300 +5,900	+30%	+$205K	0.87%	35
2021 Q4	$696K	Buy	+19,400	New	+$654K	0.56%	43

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

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

Primoris Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.9% in Q1 2026, buying an estimated $33.1K and bringing the position to 25,878 shares worth $1.19M. The position accounts for 0.83% of the portfolio, ranked #37.

Primoris Wealth Advisors first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.61M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Primoris Wealth Advisors held 25,878 shares of State Street Utilities Select Sector SPDR ETF worth $1.19M as of Q1 2026.
Primoris Wealth Advisors bought 738 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $33.1K.
State Street Utilities Select Sector SPDR ETF made up 0.83% of Primoris Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Primoris Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $5.61M in Q3 2024.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.