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 Q2	$1.1M	Sell	24,256 -1,622	-6%	-$73.5K	0.5%	49
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Primoris Wealth Advisors's XLU Position: Q2 2026 in Review

Primoris Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.3% in Q2 2026, selling an estimated $73.5K and leaving 24,256 shares worth $1.1M. The position accounts for 0.5% of the portfolio, ranked #49.

Primoris Wealth Advisors first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.61M in Q3 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Primoris Wealth Advisors held 24,256 shares of State Street Utilities Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Primoris Wealth Advisors sold 1,622 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $73.5K.
State Street Utilities Select Sector SPDR ETF made up 0.5% of Primoris Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Primoris Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Primoris Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $5.61M in Q3 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.