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

World 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	$1.62M	Sell	35,272 -3,940	-10%	-$178K	0.03%	544
2026 Q1	$1.8M	Buy	39,212 +4,417	+13%	+$198K	0.03%	520
2025 Q4	$1.49M	Buy	34,795 +7,561	+28%	+$335K	0.02%	557
2025 Q3	$1.19M	Sell	27,234 -4,192	-13%	-$177K	0.02%	523
2025 Q2	$1.28M	Sell	31,426 -5,044	-14%	-$201K	0.03%	464
2025 Q1	$1.44M	Sell	36,470 -12,128	-25%	-$474K	0.04%	417
2024 Q4	$1.84M	Sell	48,598 -20,496	-30%	-$813K	0.05%	343
2024 Q3	$2.79M	Buy	69,094 +18,744	+37%	+$695K	0.09%	248
2024 Q2	$1.72M	Buy	+50,350	New	+$1.73M	0.11%	184
2024 Q1	–	Sell	-46,536	Closed	-$1.47M	–	490
2023 Q4	$1.47M	Buy	46,536 +35,020	+304%	+$1.07M	0.19%	108
2023 Q3	$339K	Buy	11,516 +46	+0.4%	+$1.48K	0.07%	183
2023 Q2	$375K	Buy	11,470 +46	+0.4%	+$1.55K	0.07%	165
2023 Q1	$387K	Sell	11,424 -1,140	-9%	-$38.6K	0.08%	154
2022 Q4	$443K	Sell	12,564 -6,548	-34%	-$223K	0.1%	139
2022 Q3	$626K	Sell	19,112 -236	-1%	-$8.65K	0.15%	109
2022 Q2	$719K	Buy	19,348 +736	+4%	+$26.6K	0.15%	112
2022 Q1	$693K	Buy	18,612 +154	+0.8%	+$5.34K	0.14%	117
2021 Q4	$618K	Buy	18,458 +1,998	+12%	+$67.4K	0.13%	124
2021 Q3	$526K	Buy	16,460 +1,840	+13%	+$61.5K	0.12%	124
2021 Q2	$462K	Buy	14,620 +632	+5%	+$20.7K	0.11%	134
2021 Q1	$459K	Buy	+13,988	New	+$434K	0.11%	124

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

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

World Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2026, selling an estimated $178K and leaving 35,272 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #544.

World Investment Advisors first reported a position in XLU in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.79M in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

World Investment Advisors held 35,272 shares of State Street Utilities Select Sector SPDR ETF worth $1.62M as of Q2 2026.
World Investment Advisors sold 3,940 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $178K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #544 holding.
World Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
World Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.79M in Q3 2024.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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