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

Stratos Wealth 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	$387K	Sell	8,422 -5,968	-41%	-$268K	0.02%	437
2025 Q4	$614K	Buy	14,390 +5,900	+69%	+$261K	0.03%	394
2025 Q3	$370K	Sell	8,490 -9,502	-53%	-$402K	0.02%	509
2025 Q2	$735K	Buy	17,992 +9,584	+114%	+$382K	0.04%	369
2025 Q1	$331K	Sell	8,408 -9,468	-53%	-$370K	0.02%	530
2024 Q4	$677K	Sell	17,876 -4,718	-21%	-$187K	0.03%	400
2024 Q3	$913K	Sell	22,594 -6,728	-23%	-$250K	0.04%	372
2024 Q2	$999K	Buy	29,322 +13,202	+82%	+$453K	0.05%	333
2024 Q1	$529K	Sell	16,120 -3,754	-19%	-$117K	0.03%	445
2023 Q4	$629K	Buy	19,874 +914	+5%	+$27.9K	0.04%	419
2023 Q3	$559K	Buy	+18,960	New	+$611K	0.04%	411
2023 Q2	–	Sell	-9,584	Closed	-$324K	–	667
2023 Q1	$324K	Buy	9,584 +1,454	+18%	+$49.3K	0.03%	480
2022 Q4	$287K	Sell	8,130 -8,996	-53%	-$306K	0.02%	481
2022 Q3	$561K	Sell	17,126 -90,536	-84%	-$3.32M	0.06%	336
2022 Q2	$3.77M	Buy	107,662 +76,378	+244%	+$2.76M	0.34%	74
2022 Q1	$1.17M	Sell	31,284 -40,758	-57%	-$1.41M	0.09%	253
2021 Q4	$2.58M	Buy	+72,042	New	+$2.43M	0.19%	155
2020 Q2	–	Sell	-272	Closed	-$8K	–	381
2020 Q1	$8K	Buy	+272	New	+$8.7K	0.01%	249
2019 Q4	–	Sell	-15,742	Closed	-$510K	–	249
2019 Q3	$510K	Buy	15,742 +8,006	+103%	+$247K	0.2%	114
2019 Q2	$231K	Buy	7,736 +100	+1%	+$2.94K	0.09%	208
2019 Q1	$222K	Sell	7,636 -416	-5%	-$11.6K	0.12%	191
2018 Q4	$213K	Buy	+8,052	New	+$219K	0.14%	172

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

Stratos Wealth Advisors's XLU Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q1 2026, selling an estimated $268K and leaving 8,422 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #437.

Stratos Wealth Advisors first reported a position in XLU in Q4 2018 and has held it in 22 quarters since. The position peaked at $3.77M in Q2 2022. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Stratos Wealth Advisors held 8,422 shares of State Street Utilities Select Sector SPDR ETF worth $387K as of Q1 2026.
Stratos Wealth Advisors sold 5,968 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $268K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Stratos Wealth Advisors's portfolio in Q1 2026, its #437 holding.
Stratos Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 22 quarters since.
Stratos Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $3.77M in Q2 2022.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.