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

Stelac Advisory Services’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	$577K	Hold	12,570	–	–	0.12%	90
2025 Q4	$537K	Buy	12,570 +8,370	+199%	+$371K	0.19%	59
2025 Q3	$183K	Buy	+4,200	New	+$178K	0.06%	89
2021 Q1	–	Sell	-29,026	Closed	-$910K	–	273
2020 Q4	$910K	Sell	29,026 -9,000	-24%	-$285K	0.24%	72
2020 Q3	$1.13M	Hold	38,026	–	–	0.39%	45
2020 Q2	$1.07M	Buy	38,026 +1,610	+4%	+$46.4K	0.42%	40
2020 Q1	$1.01M	Buy	36,416 +28,868	+382%	+$923K	0.49%	37
2019 Q4	$244K	Buy	7,548 +3,200	+74%	+$102K	0.18%	53
2019 Q3	$141K	Buy	4,348 +268	+7%	+$8.27K	0.1%	90
2019 Q2	$122K	Sell	4,080 -6,788	-62%	-$199K	0.09%	77
2019 Q1	$302K	Buy	+10,868	New	+$302K	0.15%	47
2018 Q4	–	Sell	-10,868	Closed	-$286K	–	135
2018 Q3	$286K	Hold	10,868	–	–	0.08%	58
2018 Q2	$282K	Buy	+10,868	New	+$273K	0.08%	60

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

Stelac Advisory Services's XLU Position: Q1 2026 in Review

Stelac Advisory Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 12,570 shares worth $577K. The position accounts for 0.12% of the portfolio, ranked #90.

Stelac Advisory Services first reported a position in XLU in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.13M in Q3 2020. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Stelac Advisory Services held 12,570 shares of State Street Utilities Select Sector SPDR ETF worth $577K as of Q1 2026.
Stelac Advisory Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Stelac Advisory Services's portfolio in Q1 2026, its #90 holding.
Stelac Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 13 quarters since.
Stelac Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.13M in Q3 2020.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.