Valeo Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Valeo Financial 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
2019 Q1	–	Sell	-800	Closed	-$21K	–	1645
2018 Q4	$21K	Buy	+800	New	+$21.7K	﹤0.01%	702

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Valeo Financial Advisors's XLU Position: Q2 2026 in Review

Valeo Financial Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.82% in Q2 2026, buying an estimated $4.03K and bringing the position to 11,008 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #452.

Valeo Financial Advisors first reported a position in XLU in Q3 2017 and has held it in 36 quarters since. The position peaked at $824K in Q1 2020. 787 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Valeo Financial Advisors held 11,008 shares of State Street Utilities Select Sector SPDR ETF worth $499K as of Q2 2026.
Valeo Financial Advisors bought 89 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $4.03K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #452 holding.
Valeo Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $824K in Q1 2020.
787 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.