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 Q2	–	Sell	-79,479	Closed	-$3.65M	–	111
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 $1.55T 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

Private Wealth Advisors (California)'s XLU Position: Q2 2026 in Review

Private Wealth Advisors (California) sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 79,479 shares — an estimated $3.65M sold.

Private Wealth Advisors (California) first reported a position in XLU in Q4 2019 and held it in 21 quarters. The position peaked at $7.5M in Q4 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Private Wealth Advisors (California) reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 79,479 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.65M.
Private Wealth Advisors (California) first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 21 quarters.
Private Wealth Advisors (California)'s State Street Utilities Select Sector SPDR ETF position peaked at $7.5M in Q4 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.