Proficio Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Proficio Capital Partners’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	$3.27M	Sell	71,215 -254,267	-78%	-$11.4M	0.17%	82
2025 Q4	$13.9M	Buy	325,482 +132,268	+68%	+$5.86M	0.98%	24
2025 Q3	$8.43M	Sell	193,214 -17,457,114	-99%	-$738M	0.58%	31
2025 Q2	$18.8M	Buy	+17,650,328	New	+$703M	1.17%	16
2023 Q4	–	Sell	-76,640	Closed	-$2.26M	–	327
2023 Q3	$2.26M	Sell	76,640 -320	-0.4%	-$10.3K	0.3%	52
2023 Q2	$2.52M	Buy	+76,960	New	+$2.59M	0.34%	48
2017 Q4	–	Sell	-16,372	Closed	-$434K	–	1328
2017 Q3	$434K	Hold	16,372	–	–	0.18%	84
2017 Q2	$440K	Sell	16,372 -11,540	-41%	-$303K	0.18%	89
2017 Q1	$739K	Hold	27,912	–	–	0.32%	74
2016 Q4	$678K	Sell	27,912 -890	-3%	-$21.3K	0.29%	77
2016 Q3	$706K	Hold	28,802	–	–	0.41%	72
2016 Q2	$746K	Sell	28,802 -1,010	-3%	-$24.9K	0.47%	63
2016 Q1	$740K	Buy	29,812 +27,912	+1,469%	+$644K	0.62%	49
2015 Q4	$41K	Buy	+1,900	New	+$41.2K	0.04%	141

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

Proficio Capital Partners's XLU Position: Q1 2026 in Review

Proficio Capital Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 78% in Q1 2026, selling an estimated $11.4M and leaving 71,215 shares worth $3.27M. The position accounts for 0.17% of the portfolio, ranked #82.

Proficio Capital Partners first reported a position in XLU in Q4 2015 and has held it in 14 quarters since. The position peaked at $18.8M in Q2 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Proficio Capital Partners held 71,215 shares of State Street Utilities Select Sector SPDR ETF worth $3.27M as of Q1 2026.
Proficio Capital Partners sold 254,267 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $11.4M.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Proficio Capital Partners's portfolio in Q1 2026, its #82 holding.
Proficio Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 14 quarters since.
Proficio Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $18.8M in Q2 2025.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.