RIA Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$659K Buy
14,532
+3,155
+28% +$143K 0.14% 84
2026
Q1
$522K Buy
11,377
+760
+7% +$34.1K 0.12% 86
2025
Q4
$453K Buy
10,617
+381
+4% +$16.9K 0.11% 96
2025
Q3
$446K Sell
10,236
-552
-5% -$23.4K 0.11% 85
2025
Q2
$440K Buy
10,788
+2
+0% +$80 0.13% 80
2025
Q1
$425K Buy
10,786
+550
+5% +$21.5K 0.14% 89
2024
Q4
$387K Sell
10,236
-676
-6% -$26.8K 0.13% 88
2024
Q3
$441K Buy
+10,912
New +$405K 0.16% 76
2024
Q1
$325K Buy
+9,910
New +$309K 0.13% 93
2023
Q4
Sell
-9,696
Closed -$286K 203
2023
Q3
$286K Sell
9,696
-646
-6% -$20.8K 0.13% 84
2023
Q2
$338K Hold
10,342
0.15% 79
2023
Q1
$350K Buy
+10,342
New +$351K 0.16% 81

Other funds holding XLU

RIA Advisory Group's XLU Position: Q2 2026 in Review

RIA Advisory Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 28% in Q2 2026, buying an estimated $143K and bringing the position to 14,532 shares worth $659K. The position accounts for 0.14% of the portfolio, ranked #84.

RIA Advisory Group first reported a position in XLU in Q1 2023 and has held it in 12 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • RIA Advisory Group held 14,532 shares of State Street Utilities Select Sector SPDR ETF worth $659K as of Q2 2026.
  • RIA Advisory Group bought 3,155 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $143K.
  • State Street Utilities Select Sector SPDR ETF made up 0.14% of RIA Advisory Group's portfolio in Q2 2026, its #84 holding.
  • RIA Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.