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

PSI 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	$972K	Sell	21,431 -142	-0.7%	-$6.43K	0.23%	66
2026 Q1	$990K	Buy	21,573 +6,614	+44%	+$297K	0.24%	63
2025 Q4	$639K	Sell	14,959 -6,191	-29%	-$274K	0.16%	72
2025 Q3	$922K	Sell	21,150 -362	-2%	-$15.3K	0.24%	53
2025 Q2	$878K	Sell	21,512 -1,408	-6%	-$56.1K	0.43%	35
2025 Q1	$904K	Sell	22,920 -350	-2%	-$13.7K	0.29%	45
2024 Q4	$881K	Buy	23,270 +404	+2%	+$16K	0.26%	52
2024 Q3	$924K	Buy	22,866 +3,120	+16%	+$116K	0.27%	55
2024 Q2	$673K	Buy	19,746 +4,382	+29%	+$151K	0.21%	67
2024 Q1	$504K	Sell	15,364 -2,774	-15%	-$86.6K	0.18%	77
2023 Q4	$574K	Buy	18,138 +14,796	+443%	+$452K	0.21%	75
2023 Q3	$98.5K	Buy	3,342 +4	+0.1%	+$129	0.04%	172
2023 Q2	$109K	Buy	3,338 +4	+0.1%	+$135	0.05%	160
2023 Q1	$113K	Buy	3,334 +42	+1%	+$1.42K	0.05%	150
2022 Q4	$116K	Sell	3,292 -32	-1%	-$1.09K	0.06%	142
2022 Q3	$109K	Sell	3,324 -140	-4%	-$5.13K	0.06%	152
2022 Q2	$121K	Buy	3,464 +628	+22%	+$22.7K	0.06%	160
2022 Q1	$105K	Buy	2,836 +22	+0.8%	+$763	0.04%	194
2021 Q4	$101K	Hold	2,814	–	–	0.04%	199
2021 Q3	$89K	Buy	+2,814	New	+$94.1K	0.04%	209
2020 Q1	–	Sell	-350	Closed	-$11K	–	620
2019 Q4	$11K	Buy	+350	New	+$11.1K	0.01%	459

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

PSI Advisors's XLU Position: Q2 2026 in Review

PSI Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.66% in Q2 2026, selling an estimated $6.43K and leaving 21,431 shares worth $972K. The position accounts for 0.23% of the portfolio, ranked #66.

PSI Advisors first reported a position in XLU in Q4 2019 and has held it in 21 quarters since. The position peaked at $990K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

PSI Advisors held 21,431 shares of State Street Utilities Select Sector SPDR ETF worth $972K as of Q2 2026.
PSI Advisors sold 142 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $6.43K.
State Street Utilities Select Sector SPDR ETF made up 0.23% of PSI Advisors's portfolio in Q2 2026, its #66 holding.
PSI Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 21 quarters since.
PSI Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $990K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.