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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

United Advisor Group's XLU Position: Q2 2026 in Review

United Advisor Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.2% in Q2 2026, selling an estimated $18.3K and leaving 7,351 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #401.

United Advisor Group first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $358K in Q2 2025. 1,579 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

United Advisor Group held 7,351 shares of State Street Utilities Select Sector SPDR ETF worth $333K as of Q2 2026.
United Advisor Group sold 403 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $18.3K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #401 holding.
United Advisor Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's State Street Utilities Select Sector SPDR ETF position peaked at $358K in Q2 2025.
1,579 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.