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
Q3
– Sell
-7,680
Closed -$348K – 64
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: Q3 2026 in Review

SMI Advisory Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 7,680 shares — an estimated $348K sold.

SMI Advisory Services first reported a position in XLU in Q1 2026 and held it in 2 quarters. The position peaked at $2.71M in Q1 2026. 721 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • SMI Advisory Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • SMI Advisory Services sold 7,680 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $348K.
  • SMI Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2026 and held it in 2 quarters.
  • SMI Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $2.71M in Q1 2026.
  • 721 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.