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

WP 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	$1.66M	Sell	36,274 -88	-0.2%	-$3.95K	0.43%	39
2025 Q4	$1.55M	Sell	36,362 -1,212	-3%	-$53.7K	0.39%	39
2025 Q3	$1.64M	Buy	37,574 +246	+0.7%	+$10.4K	0.42%	35
2025 Q2	$1.52M	Buy	37,328 +180	+0.5%	+$7.17K	0.42%	37
2025 Q1	$1.46M	Buy	37,148 +266	+0.7%	+$10.4K	0.49%	37
2024 Q4	$1.4M	Sell	36,882 -48	-0.1%	-$1.91K	0.47%	41
2024 Q3	$1.49M	Sell	36,930 -5,600	-13%	-$208K	0.55%	39
2024 Q2	$1.45M	Sell	42,530 -2,166	-5%	-$74.4K	0.46%	43
2024 Q1	$1.47M	Sell	44,696 -3,048	-6%	-$95.1K	0.48%	43
2023 Q4	$1.51M	Sell	47,744 -890	-2%	-$27.2K	0.56%	38
2023 Q3	$1.43M	Sell	48,634 -122	-0.3%	-$3.93K	0.59%	38
2023 Q2	$1.6M	Sell	48,756 -536	-1%	-$18K	0.64%	36
2023 Q1	$1.67M	Sell	49,292 -12,362	-20%	-$419K	0.69%	35
2022 Q4	$2.17M	Buy	61,654 +172	+0.3%	+$5.85K	0.97%	25
2022 Q3	$2.01M	Buy	61,482 +9,168	+18%	+$336K	0.91%	26
2022 Q2	$1.83M	Buy	52,314 +652	+1%	+$23.6K	0.8%	28
2022 Q1	$1.92M	Sell	51,662 -454	-0.9%	-$15.7K	0.79%	30
2021 Q4	$1.86M	Buy	52,116 +264	+0.5%	+$8.91K	0.78%	30
2021 Q3	$1.66M	Buy	+51,852	New	+$1.73M	0.68%	32
2018 Q4	–	Sell	-398	Closed	-$10K	–	242
2018 Q3	$10K	Buy	398 +2	+0.5%	+$53	0.01%	215
2018 Q2	$10K	Buy	+396	New	+$9.96K	0.01%	226

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

WP Advisors's XLU Position: Q1 2026 in Review

WP Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.24% in Q1 2026, selling an estimated $3.95K and leaving 36,274 shares worth $1.66M. The position accounts for 0.43% of the portfolio, ranked #39.

WP Advisors first reported a position in XLU in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.17M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

WP Advisors held 36,274 shares of State Street Utilities Select Sector SPDR ETF worth $1.66M as of Q1 2026.
WP Advisors sold 88 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.95K.
State Street Utilities Select Sector SPDR ETF made up 0.43% of WP Advisors's portfolio in Q1 2026, its #39 holding.
WP Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 21 quarters since.
WP Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $2.17M in Q4 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.