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

South Shore 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	$903K	Buy	19,677 +1,827	+10%	+$82K	0.66%	34
2025 Q4	$762K	Buy	+17,850	New	+$790K	0.56%	35
2022 Q3	$514K	Buy	15,688 +8,000	+104%	+$293K	1.2%	25
2022 Q2	$270K	Buy	7,688 +720	+10%	+$26.1K	0.56%	58
2022 Q1	$259K	Buy	6,968 +530	+8%	+$18.4K	0.42%	80
2021 Q4	$230K	Hold	6,438	–	–	0.38%	87
2021 Q3	$206K	Hold	6,438	–	–	0.37%	92
2021 Q2	$204K	Hold	6,438	–	–	0.36%	94
2021 Q1	$206K	Buy	+6,438	New	+$200K	0.2%	120

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

South Shore Capital Advisors's XLU Position: Q1 2026 in Review

South Shore Capital Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q1 2026, buying an estimated $82K and bringing the position to 19,677 shares worth $903K. The position accounts for 0.66% of the portfolio, ranked #34.

South Shore Capital Advisors first reported a position in XLU in Q1 2021 and has held it in 9 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

South Shore Capital Advisors held 19,677 shares of State Street Utilities Select Sector SPDR ETF worth $903K as of Q1 2026.
South Shore Capital Advisors bought 1,827 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $82K.
State Street Utilities Select Sector SPDR ETF made up 0.66% of South Shore Capital Advisors's portfolio in Q1 2026, its #34 holding.
South Shore Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 9 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.