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United Advisor Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

United Advisor Group’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 		$356K Sell
7,754
-321
-4% -$14.4K 0.04% 353
2025
Q4 		$345K Buy
8,075
+795
+11% +$35.2K 0.04% 349
2025
Q3 		$317K Sell
7,280
-1,484
-17% -$62.8K 0.04% 345
2025
Q2 		$358K Buy
8,764
+44
+0.5% +$1.75K 0.06% 286
2025
Q1 		$344K Buy
8,720
+722
+9% +$28.2K 0.07% 257
2024
Q4 		$303K Buy
7,998
+452
+6% +$17.9K 0.06% 295
2024
Q3 		$305K Buy
+7,546
New +$280K 0.07% 279

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

United Advisor Group's XLU Position: Q1 2026 in Review

United Advisor Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4% in Q1 2026, selling an estimated $14.4K and leaving 7,754 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #353.

United Advisor Group first reported a position in XLU in Q3 2024 and has held it in 7 quarters since. The position peaked at $358K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • United Advisor Group held 7,754 shares of State Street Utilities Select Sector SPDR ETF worth $356K as of Q1 2026.
  • United Advisor Group sold 321 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $14.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #353 holding.
  • United Advisor Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • United Advisor Group's State Street Utilities Select Sector SPDR ETF position peaked at $358K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.