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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
Q2 		$4.65M Sell
102,625
-3,139
-3% -$142K 0.9% 29
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vickerman Investment Advisors's XLU Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3% in Q2 2026, selling an estimated $142K and leaving 102,625 shares worth $4.65M. The position accounts for 0.9% of the portfolio, ranked #29.

Vickerman Investment Advisors first reported a position in XLU in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.33M in Q3 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Vickerman Investment Advisors held 102,625 shares of State Street Utilities Select Sector SPDR ETF worth $4.65M as of Q2 2026.
  • Vickerman Investment Advisors sold 3,139 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $142K.
  • State Street Utilities Select Sector SPDR ETF made up 0.9% of Vickerman Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Vickerman Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $5.33M in Q3 2024.
  • 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.