Risk Paradigm Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Risk Paradigm Group’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 Q1	$2.7M	Sell	58,897 -2,386	-4%	-$107K	2.31%	14
2025 Q4	$2.62M	Buy	+61,283	New	+$2.71M	2.52%	18
2017 Q3	–	Sell	-10,706	Closed	-$278K	–	249
2017 Q2	$278K	Sell	10,706 -8,190	-43%	-$215K	0.33%	79
2017 Q1	$485K	Buy	+18,896	New	+$472K	0.55%	57
2016 Q4	–	Sell	-26,266	Closed	-$643K	–	272
2016 Q3	$643K	Sell	26,266 -5,958	-18%	-$151K	0.48%	54
2016 Q2	$845K	Sell	32,224 -9,108	-22%	-$224K	1.15%	34
2016 Q1	$1.03M	Sell	41,332 -17,714	-30%	-$409K	1.3%	36
2015 Q4	$1.28M	Sell	59,046 -76,398	-56%	-$1.66M	1.51%	26
2015 Q3	$2.93M	Buy	+135,444	New	+$2.92M	6.05%	4

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Risk Paradigm Group's XLU Position: Q1 2026 in Review

Risk Paradigm Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.9% in Q1 2026, selling an estimated $107K and leaving 58,897 shares worth $2.7M. The position accounts for 2.31% of the portfolio, ranked #14.

Risk Paradigm Group first reported a position in XLU in Q3 2015 and has held it in 9 quarters since. The position peaked at $2.93M in Q3 2015. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Risk Paradigm Group held 58,897 shares of State Street Utilities Select Sector SPDR ETF worth $2.7M as of Q1 2026.
Risk Paradigm Group sold 2,386 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $107K.
State Street Utilities Select Sector SPDR ETF made up 2.31% of Risk Paradigm Group's portfolio in Q1 2026, its #14 holding.
Risk Paradigm Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2015 and has held it in 9 quarters since.
Risk Paradigm Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.93M in Q3 2015.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.