U.S. Capital Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

U.S. Capital 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	$11.1M	Buy	241,820 +11,591	+5%	+$520K	0.28%	80
2025 Q4	$9.83M	Sell	230,229 -1,965	-0.8%	-$87K	0.26%	94
2025 Q3	$10.1M	Buy	232,194 +10,320	+5%	+$437K	0.27%	91
2025 Q2	$9.06M	Buy	221,874 +7,790	+4%	+$310K	0.26%	98
2025 Q1	$8.44M	Buy	214,084 +2,206	+1%	+$86.2K	0.26%	102
2024 Q4	$8.02M	Buy	211,878 +248	+0.1%	+$9.84K	0.25%	85
2024 Q3	$8.55M	Buy	211,630 +7,942	+4%	+$295K	0.3%	75
2024 Q2	$6.94M	Buy	203,688 +184,906	+984%	+$6.35M	0.26%	86
2024 Q1	$617K	Buy	18,782 +3,850	+26%	+$120K	0.02%	423
2023 Q4	$473K	Buy	14,932 +1,272	+9%	+$38.9K	0.02%	462
2023 Q3	$402K	Buy	13,660 +98	+0.7%	+$3.16K	0.02%	465
2023 Q2	$444K	Sell	13,562 -14,362	-51%	-$484K	0.02%	460
2023 Q1	$945K	Sell	27,924 -12,462	-31%	-$422K	0.04%	310
2022 Q4	$1.42M	Sell	40,386 -7,016	-15%	-$239K	0.07%	269
2022 Q3	$1.55M	Sell	47,402 -23,820	-33%	-$873K	0.08%	242
2022 Q2	$2.5M	Sell	71,222 -18,578	-21%	-$673K	0.11%	182
2022 Q1	$3.34M	Buy	89,800 +71,592	+393%	+$2.48M	0.12%	175
2021 Q4	$652K	Sell	18,208 -2,378	-12%	-$80.2K	0.03%	465
2021 Q3	$658K	Buy	+20,586	New	+$688K	0.03%	461

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

U.S. Capital Wealth Advisors's XLU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5% in Q1 2026, buying an estimated $520K and bringing the position to 241,820 shares worth $11.1M. The position accounts for 0.28% of the portfolio, ranked #80.

U.S. Capital Wealth Advisors first reported a position in XLU in Q3 2021 and has held it in 19 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

U.S. Capital Wealth Advisors held 241,820 shares of State Street Utilities Select Sector SPDR ETF worth $11.1M as of Q1 2026.
U.S. Capital Wealth Advisors bought 11,591 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $520K.
State Street Utilities Select Sector SPDR ETF made up 0.28% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #80 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.