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

Realta Investment 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	$1.04M	Sell	23,016 -9,062	-28%	-$410K	0.32%	81
2026 Q1	$1.47M	Buy	32,078 +10,640	+50%	+$477K	0.51%	48
2025 Q4	$915K	Buy	21,438 +16,834	+366%	+$745K	0.3%	80
2025 Q3	$201K	Sell	4,604 -9,184	-67%	-$388K	0.07%	186
2025 Q2	$563K	Buy	13,788 +7,604	+123%	+$303K	0.22%	93
2025 Q1	$244K	Buy	6,184 +950	+18%	+$37.1K	0.11%	154
2024 Q4	$202K	Sell	5,234 -1,036	-17%	-$41.1K	0.08%	185
2024 Q3	$252K	Sell	6,270 -36,256	-85%	-$1.35M	0.12%	156
2024 Q2	$1.45M	Buy	42,526 +20,780	+96%	+$714K	0.28%	80
2024 Q1	$714K	Sell	21,746 -12,944	-37%	-$404K	0.15%	160
2023 Q4	$1.1M	Buy	34,690 +15,342	+79%	+$469K	0.25%	100
2023 Q3	$633K	Buy	19,348 +806	+4%	+$26K	0.15%	162
2023 Q2	$607K	Buy	18,542 +914	+5%	+$30.8K	0.13%	179
2023 Q1	$597K	Buy	17,628 +2,170	+14%	+$73.5K	0.15%	181
2022 Q4	$545K	Sell	15,458 -972	-6%	-$33K	0.13%	191
2022 Q3	$538K	Buy	16,430 +990	+6%	+$36.3K	0.14%	179
2022 Q2	$555K	Sell	15,440 -4,610	-23%	-$167K	0.14%	173
2022 Q1	$746K	Buy	20,050 +4,744	+31%	+$164K	0.15%	151
2021 Q4	$548K	Buy	15,306 +1,594	+12%	+$53.8K	0.12%	198
2021 Q3	$438K	Sell	13,712 -66	-0.5%	-$2.21K	0.1%	225
2021 Q2	$436K	Buy	13,778 +312	+2%	+$10.2K	0.1%	231
2021 Q1	$431K	Buy	13,466 +882	+7%	+$27.4K	0.11%	220
2020 Q4	$395K	Buy	12,584 +1,614	+15%	+$51.1K	0.11%	200
2020 Q3	$326K	Buy	10,970 +480	+5%	+$14.2K	0.11%	215
2020 Q2	$296K	Buy	10,490 +3,210	+44%	+$92.6K	0.1%	250
2020 Q1	$202K	Buy	7,280 +366	+5%	+$11.7K	0.09%	263
2019 Q4	$221K	Buy	6,914 +1,046	+18%	+$33.2K	0.06%	317
2019 Q3	$190K	Sell	5,868 -456	-7%	-$14.1K	0.05%	340
2019 Q2	$188K	Buy	6,324 +3,352	+113%	+$98.5K	0.05%	345
2019 Q1	$87K	Buy	+2,972	New	+$82.6K	0.04%	422

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

Realta Investment Advisors's XLU Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 28% in Q2 2026, selling an estimated $410K and leaving 23,016 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #81.

Realta Investment Advisors first reported a position in XLU in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.47M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Realta Investment Advisors held 23,016 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Realta Investment Advisors sold 9,062 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $410K.
State Street Utilities Select Sector SPDR ETF made up 0.32% of Realta Investment Advisors's portfolio in Q2 2026, its #81 holding.
Realta Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.47M 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 Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.