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

Strategic 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	$551K	Buy	12,002 +94	+0.8%	+$4.22K	0.09%	131
2025 Q4	$508K	Buy	11,908 +1,442	+14%	+$63.9K	0.08%	131
2025 Q3	$456K	Hold	10,466	–	–	0.07%	140
2025 Q2	$427K	Sell	10,466 -36	-0.3%	-$1.43K	0.08%	127
2025 Q1	$414K	Sell	10,502 -932	-8%	-$36.4K	0.08%	142
2024 Q4	$433K	Sell	11,434 -1,676	-13%	-$66.5K	0.08%	143
2024 Q3	$530K	Sell	13,110 -3,366	-20%	-$125K	0.1%	138
2024 Q2	$561K	Sell	16,476 -3,306	-17%	-$114K	0.11%	131
2024 Q1	$649K	Buy	19,782 +3,698	+23%	+$115K	0.13%	122
2023 Q4	$509K	Buy	16,084 +4,782	+42%	+$146K	0.1%	138
2023 Q3	$333K	Sell	11,302 -374	-3%	-$12.1K	0.07%	156
2023 Q2	$382K	Sell	11,676 -34	-0.3%	-$1.15K	0.07%	146
2023 Q1	$396K	Buy	+11,710	New	+$397K	0.08%	148
2019 Q2	–	Sell	-20,152	Closed	-$586K	–	170
2019 Q1	$586K	Buy	+20,152	New	+$560K	0.23%	91
2014 Q2	–	Sell	-49,654	Closed	-$1.03M	–	142
2014 Q1	$1.03M	Buy	49,654 +1,272	+3%	+$25.1K	0.69%	51
2013 Q4	$919K	Sell	48,382 -4,910	-9%	-$93.9K	0.63%	55
2013 Q3	$996K	Sell	53,292 -3,998	-7%	-$76.2K	0.82%	44
2013 Q2	$1.06M	Buy	+57,290	New	+$1.12M	0.95%	35

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

Strategic Advisors's XLU Position: Q1 2026 in Review

Strategic Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.79% in Q1 2026, buying an estimated $4.22K and bringing the position to 12,002 shares worth $551K. The position accounts for 0.09% of the portfolio, ranked #131.

Strategic Advisors first reported a position in XLU in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.06M in Q2 2013. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Strategic Advisors held 12,002 shares of State Street Utilities Select Sector SPDR ETF worth $551K as of Q1 2026.
Strategic Advisors bought 94 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.22K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Strategic Advisors's portfolio in Q1 2026, its #131 holding.
Strategic Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
Strategic Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.06M in Q2 2013.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.