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Signature Estate & Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Signature Estate & Investment 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 		$840K Sell
18,517
-887,514
-98% -$40.2M 0.02% 315
2026
Q1 		$41.6M Buy
906,031
+35,949
+4% +$1.61M 0.84% 28
2025
Q4 		$37.1M Buy
870,082
+14,412
+2% +$638K 0.75% 27
2025
Q3 		$37.3M Buy
855,670
+9,280
+1% +$393K 0.8% 27
2025
Q2 		$34.6M Buy
846,390
+67,118
+9% +$2.67M 0.8% 28
2025
Q1 		$30.7M Buy
779,272
+65,520
+9% +$2.56M 0.81% 28
2024
Q4 		$27M Sell
713,752
-327,054
-31% -$13M 0.68% 29
2024
Q3 		$42M Buy
1,040,806
+1,032,048
+11,784% +$38.3M 0.97% 28
2024
Q2 		$298K Buy
+8,758
New +$301K 0.01% 390
2024
Q1 		– Sell
-7,952
Closed -$252K – 201
2023
Q4 		$252K Sell
7,952
-8,146
-51% -$249K 0.01% 160
2023
Q3 		$475K Sell
16,098
-2,096,746
-99% -$67.6M 0.02% 118
2023
Q2 		$69.1M Buy
2,112,844
+132,690
+7% +$4.47M 2.29% 11
2023
Q1 		$67M Buy
+1,980,154
New +$67.1M 2.35% 11
2020
Q1 		– Sell
-12,092
Closed -$391K – 170
2019
Q4 		$391K Sell
12,092
-9,686
-44% -$308K 0.02% 120
2019
Q3 		$705K Sell
21,778
-3,204
-13% -$98.9K 0.05% 104
2019
Q2 		$745K Buy
24,982
+16,124
+182% +$474K 0.05% 107
2019
Q1 		$258K Buy
+8,858
New +$246K 0.02% 141
2017
Q1 		– Sell
-7,276
Closed -$177K – 202
2016
Q4 		$177K Buy
+7,276
New +$174K 0.02% 124

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Signature Estate & Investment Advisors's XLU Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 98% in Q2 2026, selling an estimated $40.2M and leaving 18,517 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #315.

Signature Estate & Investment Advisors first reported a position in XLU in Q4 2016 and has held it in 18 quarters since. The position peaked at $69.1M in Q2 2023. 1,099 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Signature Estate & Investment Advisors held 18,517 shares of State Street Utilities Select Sector SPDR ETF worth $840K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 887,514 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $40.2M.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #315 holding.
  • Signature Estate & Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
  • Signature Estate & Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $69.1M in Q2 2023.
  • 1,099 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.