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

Rhodes 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 Q3	$409K	Sell	10,380 -13,115	-56%	-$570K	0.29%	79
2026 Q2	$1.07M	Sell	23,495 -200	-0.8%	-$9.06K	0.78%	45
2026 Q1	$1.09M	Sell	23,695 -1,180	-5%	-$52.9K	0.94%	36
2025 Q4	$1.06M	Buy	+24,875	New	+$1.1M	0.86%	41

Other funds holding XLU

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Rhodes Investment Advisors's XLU Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 56% in Q3 2026, selling an estimated $570K and leaving 10,380 shares worth $409K. The position accounts for 0.29% of the portfolio, ranked #79.

Rhodes Investment Advisors first reported a position in XLU in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q1 2026. 45 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Rhodes Investment Advisors held 10,380 shares of State Street Utilities Select Sector SPDR ETF worth $409K as of Q3 2026.
Rhodes Investment Advisors sold 13,115 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $570K.
State Street Utilities Select Sector SPDR ETF made up 0.29% of Rhodes Investment Advisors's portfolio in Q3 2026, its #79 holding.
Rhodes Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 4 quarters since.
Rhodes Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.09M in Q1 2026.
45 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.