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 Q3	$362K	Buy	9,185 +1,834	+25%	+$79.7K	0.03%	405
2026 Q2	$333K	Sell	7,351 -403	-5%	-$18.3K	0.04%	401
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

United Advisor Group's XLU Position: Q3 2026 in Review

United Advisor Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 25% in Q3 2026, buying an estimated $79.7K and bringing the position to 9,185 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #405.

United Advisor Group first reported a position in XLU in Q3 2024 and has held it in 9 quarters since. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

United Advisor Group held 9,185 shares of State Street Utilities Select Sector SPDR ETF worth $362K as of Q3 2026.
United Advisor Group bought 1,834 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $79.7K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #405 holding.
United Advisor Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.