Private Wealth Advisors (California)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Private Wealth Advisors (California)’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	$3.65M	Sell	79,479 -50,231	-39%	-$2.25M	1.03%	32
2025 Q4	$5.54M	Buy	129,710 +1,160	+0.9%	+$51.4K	1.77%	16
2025 Q3	$5.61M	Sell	128,550 -6,956	-5%	-$294K	1.89%	15
2025 Q2	$5.53M	Sell	135,506 -272	-0.2%	-$10.8K	2.03%	15
2025 Q1	$5.35M	Sell	135,778 -2,182	-2%	-$85.3K	1.94%	18
2024 Q4	$5.22M	Buy	137,960 +328	+0.2%	+$13K	2.05%	15
2024 Q3	$5.6M	Buy	137,632 +41,348	+43%	+$1.53M	2.15%	15
2024 Q2	$3.26M	Buy	+96,284	New	+$3.31M	1.25%	26
2023 Q1	–	Sell	-212,650	Closed	-$7.5M	–	90
2022 Q4	$7.5M	Buy	212,650 +58,770	+38%	+$2M	2.52%	12
2022 Q3	$5.04M	Buy	153,880 +300	+0.2%	+$11K	2.35%	16
2022 Q2	$5.8M	Buy	153,580 +79,202	+106%	+$2.87M	2.14%	18
2022 Q1	$2.77M	Buy	74,378 +38,484	+107%	+$1.33M	0.88%	28
2021 Q4	$1.28M	Sell	35,894 -36,376	-50%	-$1.23M	0.27%	51
2021 Q3	$2.41M	Sell	72,270 -3,258	-4%	-$109K	0.58%	38
2021 Q2	$2.39M	Sell	75,528 -862	-1%	-$28.2K	0.73%	26
2021 Q1	$2.45M	Sell	76,390 -53,384	-41%	-$1.66M	0.83%	24
2020 Q4	$4.06M	Sell	129,774 -86,658	-40%	-$2.74M	1.4%	18
2020 Q3	$6.43M	Sell	216,432 -22,982	-10%	-$682K	3.33%	12
2020 Q2	$6.75M	Buy	239,414 +16,094	+7%	+$464K	4.71%	8
2020 Q1	$6.19M	Buy	223,320 +100,216	+81%	+$3.21M	5.07%	7
2019 Q4	$3.98M	Buy	+123,104	New	+$3.91M	2.29%	14

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

Private Wealth Advisors (California)'s XLU Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 39% in Q1 2026, selling an estimated $2.25M and leaving 79,479 shares worth $3.65M. The position accounts for 1.03% of the portfolio, ranked #32.

Private Wealth Advisors (California) first reported a position in XLU in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.5M in Q4 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Private Wealth Advisors (California) held 79,479 shares of State Street Utilities Select Sector SPDR ETF worth $3.65M as of Q1 2026.
Private Wealth Advisors (California) sold 50,231 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.25M.
State Street Utilities Select Sector SPDR ETF made up 1.03% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #32 holding.
Private Wealth Advisors (California) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
Private Wealth Advisors (California)'s State Street Utilities Select Sector SPDR ETF position peaked at $7.5M in Q4 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.