SMI Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$348K Sell
7,680
-50,950
-87% -$2.31M 0.06% 50
2026
Q1
$2.71M Buy
+58,630
New +$2.63M 0.45% 20

Other funds holding XLU

SMI Advisory Services's XLU Position: Q2 2026 in Review

SMI Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 87% in Q2 2026, selling an estimated $2.31M and leaving 7,680 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #50.

SMI Advisory Services first reported a position in XLU in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.71M in Q1 2026. 268 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • SMI Advisory Services held 7,680 shares of State Street Utilities Select Sector SPDR ETF worth $348K as of Q2 2026.
  • SMI Advisory Services sold 50,950 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $2.31M.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of SMI Advisory Services's portfolio in Q2 2026, its #50 holding.
  • SMI Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • SMI Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $2.71M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.