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

Tandem 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	$755K	Buy	16,446 +332	+2%	+$14.9K	0.34%	30
2025 Q4	$688K	Buy	16,114 +2,722	+20%	+$121K	0.31%	29
2025 Q3	$584K	Buy	13,392 +2,552	+24%	+$108K	0.28%	31
2025 Q2	$443K	Sell	10,840 -76	-0.7%	-$3.03K	0.22%	33
2025 Q1	$430K	Buy	10,916 +1,224	+13%	+$47.8K	0.23%	34
2024 Q4	$367K	Buy	+9,692	New	+$385K	0.19%	38

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

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

Tandem Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.1% in Q1 2026, buying an estimated $14.9K and bringing the position to 16,446 shares worth $755K. The position accounts for 0.34% of the portfolio, ranked #30.

Tandem Wealth Advisors first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Tandem Wealth Advisors held 16,446 shares of State Street Utilities Select Sector SPDR ETF worth $755K as of Q1 2026.
Tandem Wealth Advisors bought 332 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $14.9K.
State Street Utilities Select Sector SPDR ETF made up 0.34% of Tandem Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Tandem Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.