Visionary Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Visionary Wealth 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	$1.04M	Sell	22,616 -175	-0.8%	-$7.85K	0.05%	277
2025 Q4	$973K	Sell	22,791 -917	-4%	-$40.6K	0.04%	283
2025 Q3	$1.03M	Buy	23,708 +9,620	+68%	+$407K	0.05%	266
2025 Q2	$575K	Buy	14,088 +3,538	+34%	+$141K	0.03%	336
2025 Q1	$416K	Sell	10,550 -4,314	-29%	-$169K	0.03%	375
2024 Q4	$563K	Sell	14,864 -23,800	-62%	-$944K	0.03%	335
2024 Q3	$1.56M	Sell	38,664 -384	-1%	-$14.2K	0.1%	201
2024 Q2	$1.33M	Sell	39,048 -1,588	-4%	-$54.5K	0.09%	218
2024 Q1	$1.33M	Buy	40,636 +5,750	+16%	+$179K	0.09%	210
2023 Q4	$1.1M	Buy	34,886 +13,590	+64%	+$416K	0.08%	218
2023 Q3	$627K	Sell	21,296 -13,156	-38%	-$424K	0.05%	264
2023 Q2	$1.13M	Buy	34,452 +16,078	+88%	+$541K	0.09%	196
2023 Q1	$622K	Sell	18,374 -11,182	-38%	-$379K	0.05%	251
2022 Q4	$1.04M	Sell	29,556 -21,926	-43%	-$745K	0.1%	169
2022 Q3	$1.69M	Buy	+51,482	New	+$1.89M	0.18%	122
2022 Q1	–	Sell	-13,012	Closed	-$466K	–	460
2021 Q4	$466K	Buy	+13,012	New	+$439K	0.04%	241

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Visionary Wealth Advisors's XLU Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.77% in Q1 2026, selling an estimated $7.85K and leaving 22,616 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #277.

Visionary Wealth Advisors first reported a position in XLU in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.69M in Q3 2022. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Visionary Wealth Advisors held 22,616 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Visionary Wealth Advisors sold 175 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $7.85K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #277 holding.
Visionary Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
Visionary Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.69M in Q3 2022.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.