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

Strategic Advocates’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	$218K	Sell	4,817 -1,304	-21%	-$59.1K	0.85%	31
2026 Q1	$281K	Sell	6,121 -220	-3%	-$9.87K	1.24%	18
2025 Q4	$272K	Buy	6,341 +43	+0.7%	+$1.9K	0.07%	100
2025 Q3	$275K	Buy	6,298 +40	+0.6%	+$1.69K	0.07%	107
2025 Q2	$256K	Buy	+6,258	New	+$249K	0.08%	105

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

Strategic Advocates's XLU Position: Q2 2026 in Review

Strategic Advocates reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 21% in Q2 2026, selling an estimated $59.1K and leaving 4,817 shares worth $218K. The position accounts for 0.85% of the portfolio, ranked #31.

Strategic Advocates first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $281K in Q1 2026. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Strategic Advocates held 4,817 shares of State Street Utilities Select Sector SPDR ETF worth $218K as of Q2 2026.
Strategic Advocates sold 1,304 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $59.1K.
State Street Utilities Select Sector SPDR ETF made up 0.85% of Strategic Advocates's portfolio in Q2 2026, its #31 holding.
Strategic Advocates first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Advocates's State Street Utilities Select Sector SPDR ETF position peaked at $281K in Q1 2026.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.