VisionPoint Advisory Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

VisionPoint Advisory 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	$348K	Sell	7,666 -2,466	-24%	-$112K	0.06%	325
2026 Q1	$465K	Sell	10,132 -2,128	-17%	-$95.5K	0.09%	238
2025 Q4	$523K	Buy	12,260 +4,552	+59%	+$202K	0.1%	204
2025 Q3	$336K	Sell	7,708 -7,468	-49%	-$316K	0.07%	277
2025 Q2	$620K	Buy	15,176 +7,732	+104%	+$308K	0.13%	168
2025 Q1	$294K	Buy	7,444 +1,502	+25%	+$58.7K	0.1%	169
2024 Q4	$227K	Sell	5,942 -1,642	-22%	-$65.2K	0.08%	169
2024 Q3	$306K	Sell	7,584 -38	-0.5%	-$1.41K	0.1%	141
2024 Q2	$260K	Buy	7,622 +7,426	+3,789%	+$255K	0.09%	146
2024 Q1	$6.43K	Buy	196 +182	+1,300%	+$5.68K	﹤0.01%	509
2023 Q4	$443	Sell	14 -37,894	-100%	-$1.16M	﹤0.01%	686
2023 Q3	$1.12M	Buy	37,908 +34,958	+1,185%	+$1.13M	0.48%	62
2023 Q2	$96.5K	Buy	+2,950	New	+$99.3K	0.04%	175
2022 Q2	–	Sell	-9,258	Closed	-$327K	–	124
2022 Q1	$327K	Sell	9,258 -936	-9%	-$32.4K	0.15%	63
2021 Q4	$349K	Buy	10,194 +332	+3%	+$11.2K	0.15%	73
2021 Q3	$331K	Sell	9,862 -3,190	-24%	-$107K	0.15%	80
2021 Q2	$413K	Sell	13,052 -9,474	-42%	-$310K	0.18%	76
2021 Q1	$721K	Buy	22,526 +7,810	+53%	+$242K	0.35%	68
2020 Q4	$461K	Buy	+14,716	New	+$466K	0.23%	89

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

VisionPoint Advisory Group's XLU Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 24% in Q2 2026, selling an estimated $112K and leaving 7,666 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #325.

VisionPoint Advisory Group first reported a position in XLU in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2023. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

VisionPoint Advisory Group held 7,666 shares of State Street Utilities Select Sector SPDR ETF worth $348K as of Q2 2026.
VisionPoint Advisory Group sold 2,466 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $112K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #325 holding.
VisionPoint Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
VisionPoint Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.12M in Q3 2023.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.