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 Q2	$543K	Sell	11,986 -584	-5%	-$26.4K	0.1%	92
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Stelac Advisory Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.6% in Q2 2026, selling an estimated $26.4K and leaving 11,986 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #92.

Stelac Advisory Services first reported a position in XLU in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2020. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stelac Advisory Services held 11,986 shares of State Street Utilities Select Sector SPDR ETF worth $543K as of Q2 2026.
Stelac Advisory Services sold 584 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $26.4K.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Stelac Advisory Services's portfolio in Q2 2026, its #92 holding.
Stelac Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 14 quarters since.
Stelac Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $1.13M in Q3 2020.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.