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

Sanctuary 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	$17.5M	Buy	386,605 +3,038	+0.8%	+$138K	0.08%	248
2026 Q1	$17.6M	Sell	383,567 -76,058	-17%	-$3.41M	0.1%	219
2025 Q4	$19.6M	Buy	459,625 +10,101	+2%	+$447K	0.11%	200
2025 Q3	$19.6M	Buy	449,524 +72,616	+19%	+$3.07M	0.11%	198
2025 Q2	$15.4M	Buy	376,908 +147,370	+64%	+$5.87M	0.1%	222
2025 Q1	$9.05M	Buy	229,538 +18,964	+9%	+$741K	0.06%	312
2024 Q4	$8.25M	Sell	210,574 -6,264	-3%	-$249K	0.05%	366
2024 Q3	$8.83M	Sell	216,838 -41,324	-16%	-$1.53M	0.06%	344
2024 Q2	$8.54M	Buy	+258,162	New	+$8.87M	0.06%	319

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

Sanctuary Advisors's XLU Position: Q2 2026 in Review

Sanctuary Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.79% in Q2 2026, buying an estimated $138K and bringing the position to 386,605 shares worth $17.5M. The position accounts for 0.08% of the portfolio, ranked #248.

Sanctuary Advisors first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.6M in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sanctuary Advisors held 386,605 shares of State Street Utilities Select Sector SPDR ETF worth $17.5M as of Q2 2026.
Sanctuary Advisors bought 3,038 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $138K.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #248 holding.
Sanctuary Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $19.6M in Q4 2025.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.