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

Scarborough 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	–	Sell	-431	Closed	-$19.8K	–	716
2026 Q1	$19.8K	Buy	431 +3	+0.7%	+$135	﹤0.01%	352
2025 Q4	$18.3K	Buy	428 +2	+0.5%	+$89	﹤0.01%	215
2025 Q3	$18.5K	Buy	426 +4	+0.9%	+$169	﹤0.01%	211
2025 Q2	$17.2K	Buy	+422	New	+$16.8K	﹤0.01%	208
2024 Q3	–	Sell	-410	Closed	-$14K	–	462
2024 Q2	$14K	Buy	410 +2	+0.5%	+$69	0.01%	188
2024 Q1	$13.4K	Buy	408 +4	+1%	+$125	0.01%	187
2023 Q4	$12.8K	Buy	+404	New	+$12.4K	﹤0.01%	340

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

Scarborough Advisors's XLU Position: Q2 2026 in Review

Scarborough Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 431 shares — an estimated $19.8K sold.

Scarborough Advisors first reported a position in XLU in Q4 2023 and held it in 7 quarters. The position peaked at $19.8K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Scarborough Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 431 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
Scarborough Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $19.8K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.