RIA Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
RIA Advisory Group's XLU Position: Q1 2026 in Review
RIA Advisory Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.2% in Q1 2026, buying an estimated $34.1K and bringing the position to 11,377 shares worth $522K. The position accounts for 0.12% of the portfolio, ranked #86.
RIA Advisory Group first reported a position in XLU in Q1 2023 and has held it in 11 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- RIA Advisory Group held 11,377 shares of State Street Utilities Select Sector SPDR ETF worth $522K as of Q1 2026.
- RIA Advisory Group bought 760 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $34.1K.
- State Street Utilities Select Sector SPDR ETF made up 0.12% of RIA Advisory Group's portfolio in Q1 2026, its #86 holding.
- RIA Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.