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

Snowden Capital 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
Q1 		$7.61M Buy
165,805
+3,172
+2% +$142K 0.2% 100
2025
Q4 		$6.94M Buy
162,633
+13,339
+9% +$591K 0.18% 115
2025
Q3 		$6.51M Buy
149,294
+4,506
+3% +$191K 0.18% 111
2025
Q2 		$5.91M Sell
144,788
-8,340
-5% -$332K 0.17% 123
2025
Q1 		$6.04M Buy
153,128
+27,470
+22% +$1.07M 0.19% 114
2024
Q4 		$4.76M Buy
125,658
+1,292
+1% +$51.3K 0.15% 149
2024
Q3 		$5.02M Buy
124,366
+10,930
+10% +$405K 0.15% 166
2024
Q2 		$3.86M Buy
113,436
+58,666
+107% +$2.01M 0.11% 214
2024
Q1 		$1.8M Sell
54,770
-2,634
-5% -$82.2K 0.06% 343
2023
Q4 		$1.82M Buy
57,404
+49,538
+630% +$1.51M 0.07% 303
2023
Q3 		$232K Sell
7,866
-438
-5% -$14.1K 0.01% 956
2023
Q2 		$272K Sell
8,304
-64
-0.8% -$2.15K 0.01% 993
2023
Q1 		$283K Buy
8,368
+218
+3% +$7.39K 0.01% 963
2022
Q4 		$287K Sell
8,150
-4,630
-36% -$157K 0.01% 927
2022
Q3 		$418K Buy
12,780
+370
+3% +$13.6K 0.02% 725
2022
Q2 		$435K Buy
12,410
+2,412
+24% +$87.3K 0.02% 686
2022
Q1 		$372K Buy
9,998
+4,706
+89% +$163K 0.01% 734
2021
Q4 		$189K Buy
+5,292
New +$179K 0.01% 680
2018
Q1 		– Sell
-25,536
Closed -$673K – 428
2017
Q4 		$673K Sell
25,536
-192
-0.7% -$5.26K 0.1% 246
2017
Q3 		$682K Buy
25,728
+1,464
+6% +$39.3K 0.11% 223
2017
Q2 		$630K Buy
24,264
+604
+3% +$15.9K 0.12% 207
2017
Q1 		$607K Buy
23,660
+5,218
+28% +$130K 0.13% 201
2016
Q4 		$448K Sell
18,442
-1,334
-7% -$31.9K 0.11% 212
2016
Q3 		$484K Sell
19,776
-436
-2% -$11.1K 0.13% 201
2016
Q2 		$530K Buy
20,212
+552
+3% +$13.6K 0.16% 178
2016
Q1 		$488K Buy
+19,660
New +$454K 0.17% 176

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Snowden Capital Advisors's XLU Position: Q1 2026 in Review

Snowden Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q1 2026, buying an estimated $142K and bringing the position to 165,805 shares worth $7.61M. The position accounts for 0.2% of the portfolio, ranked #100.

Snowden Capital Advisors first reported a position in XLU in Q1 2016 and has held it in 26 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Snowden Capital Advisors held 165,805 shares of State Street Utilities Select Sector SPDR ETF worth $7.61M as of Q1 2026.
  • Snowden Capital Advisors bought 3,172 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $142K.
  • State Street Utilities Select Sector SPDR ETF made up 0.2% of Snowden Capital Advisors's portfolio in Q1 2026, its #100 holding.
  • Snowden Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 26 quarters since.
  • 1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.