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Vickerman Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vickerman Investment 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 		$4.85M Sell
105,764
-1,851
-2% -$83K 1.02% 26
2025
Q4 		$4.59M Sell
107,615
-2,477
-2% -$110K 0.92% 27
2025
Q3 		$4.8M Sell
110,092
-6
-0% -$254 0.97% 24
2025
Q2 		$4.5M Sell
110,098
-10,140
-8% -$404K 0.97% 27
2025
Q1 		$4.74M Sell
120,238
-5,958
-5% -$233K 1.07% 21
2024
Q4 		$4.78M Sell
126,196
-5,730
-4% -$227K 1.3% 20
2024
Q3 		$5.33M Buy
131,926
+950
+0.7% +$35.2K 1.57% 17
2024
Q2 		$4.46M Sell
130,976
-7,312
-5% -$251K 1.43% 20
2024
Q1 		$4.54M Buy
138,288
+2,006
+1% +$62.6K 1.46% 18
2023
Q4 		$4.32M Buy
136,282
+49,670
+57% +$1.52M 1.47% 15
2023
Q3 		$2.55M Sell
86,612
-790
-0.9% -$25.5K 1.04% 42
2023
Q2 		$2.86M Sell
87,402
-4,354
-5% -$147K 1.12% 37
2023
Q1 		$3.11M Buy
91,756
+830
+0.9% +$28.1K 1.23% 30
2022
Q4 		$3.21M Sell
90,926
-3,992
-4% -$136K 1.45% 22
2022
Q3 		$3.11M Buy
94,918
+3,896
+4% +$143K 1.5% 19
2022
Q2 		$3.19M Buy
91,022
+354
+0.4% +$12.8K 1.51% 18
2022
Q1 		$3.27M Buy
90,668
+1,726
+2% +$59.8K 1.45% 21
2021
Q4 		$3.18M Sell
88,942
-3,628
-4% -$122K 1.28% 24
2021
Q3 		$2.96M Buy
+92,570
New +$3.09M 1.18% 25

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

Vickerman Investment Advisors's XLU Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.7% in Q1 2026, selling an estimated $83K and leaving 105,764 shares worth $4.85M. The position accounts for 1.02% of the portfolio, ranked #26.

Vickerman Investment Advisors first reported a position in XLU in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.33M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Vickerman Investment Advisors held 105,764 shares of State Street Utilities Select Sector SPDR ETF worth $4.85M as of Q1 2026.
  • Vickerman Investment Advisors sold 1,851 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $83K.
  • State Street Utilities Select Sector SPDR ETF made up 1.02% of Vickerman Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Vickerman Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $5.33M in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.