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

YHB 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
Q3 		$304K Sell
7,716
-48
-0.6% -$2.09K 0.02% 271
2026
Q2 		$352K Buy
7,764
+409
+6% +$18.5K 0.02% 252
2026
Q1 		$338K Buy
7,355
+230
+3% +$10.3K 0.02% 245
2025
Q4 		$304K Buy
7,125
+11
+0.2% +$487 0.02% 258
2025
Q3 		$310K Sell
7,114
-20
-0.3% -$846 0.02% 254
2025
Q2 		$291K Buy
7,134
+20
+0.3% +$797 0.02% 257
2025
Q1 		$280K Sell
7,114
-948
-12% -$37K 0.02% 245
2024
Q4 		$305K Sell
8,062
-38
-0.5% -$1.51K 0.03% 230
2024
Q3 		$327K Sell
8,100
-200
-2% -$7.42K 0.03% 231
2024
Q2 		$283K Sell
8,300
-1,732
-17% -$59.5K 0.02% 242
2024
Q1 		$329K Sell
10,032
-4,334
-30% -$135K 0.03% 225
2023
Q4 		$455K Buy
14,366
+2,610
+22% +$79.8K 0.04% 195
2023
Q3 		$346K Sell
11,756
-1,830
-13% -$59K 0.03% 212
2023
Q2 		$445K Sell
13,586
-588
-4% -$19.8K 0.04% 197
2023
Q1 		$480K Sell
14,174
-488
-3% -$16.5K 0.05% 190
2022
Q4 		$517K Sell
14,662
-600
-4% -$20.4K 0.06% 180
2022
Q3 		$500K Sell
15,262
-1,532
-9% -$56.1K 0.06% 188
2022
Q2 		$589K Sell
16,794
-234
-1% -$8.47K 0.06% 178
2022
Q1 		$634K Sell
17,028
-630
-4% -$21.8K 0.06% 183
2021
Q4 		$632K Sell
17,658
-7,594
-30% -$256K 0.05% 195
2021
Q3 		$807K Sell
25,252
-970
-4% -$32.4K 0.07% 175
2021
Q2 		$829K Buy
26,222
+2,204
+9% +$72.1K 0.07% 179
2021
Q1 		$807K Sell
24,018
-3,710
-13% -$115K 0.07% 177
2020
Q4 		$869K Buy
27,728
+1,030
+4% +$32.6K 0.08% 169
2020
Q3 		$793K Sell
26,698
-600
-2% -$17.8K 0.09% 169
2020
Q2 		$770K Buy
27,298
+800
+3% +$23.1K 0.11% 117
2020
Q1 		$734K Sell
26,498
-586
-2% -$18.7K 0.13% 113
2019
Q4 		$875K Buy
27,084
+1,730
+7% +$54.9K 0.12% 116
2019
Q3 		$821K Sell
25,354
-150
-0.6% -$4.63K 0.13% 118
2019
Q2 		$760K Buy
25,504
+924
+4% +$27.1K 0.12% 123
2019
Q1 		$715K Buy
24,580
+7,040
+40% +$196K 0.11% 128
2018
Q4 		$464K Buy
17,540
+450
+3% +$12.2K 0.08% 133
2018
Q3 		$450K Buy
17,090
+400
+2% +$10.6K 0.07% 137
2018
Q2 		$434K Sell
16,690
-200
-1% -$5.03K 0.07% 137
2018
Q1 		$427K Sell
16,890
-100
-0.6% -$2.5K 0.07% 137
2017
Q4 		$448K Sell
16,990
-400
-2% -$11K 0.08% 133
2017
Q3 		$461K Buy
17,390
+4,920
+39% +$132K 0.08% 132
2017
Q2 		$324K Hold
12,470
– – 0.06% 146
2017
Q1 		$322K Buy
12,470
+1,220
+11% +$30.5K 0.06% 147
2016
Q4 		$273K Buy
11,250
+1,670
+17% +$39.9K 0.06% 148
2016
Q3 		$235K Buy
9,580
+580
+6% +$14.7K 0.06% 154
2016
Q2 		$236K Sell
9,000
-210
-2% -$5.18K 0.05% 153
2016
Q1 		$229K Buy
+9,210
New +$213K 0.06% 142

Other funds holding XLU

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

YHB Investment Advisors's XLU Position: Q3 2026 in Review

YHB Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.62% in Q3 2026, selling an estimated $2.09K and leaving 7,716 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #271.

YHB Investment Advisors first reported a position in XLU in Q1 2016 and has held it in 43 quarters since. The position peaked at $875K in Q4 2019. 77 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • YHB Investment Advisors held 7,716 shares of State Street Utilities Select Sector SPDR ETF worth $304K as of Q3 2026.
  • YHB Investment Advisors sold 48 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $2.09K.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #271 holding.
  • YHB Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 43 quarters since.
  • YHB Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $875K in Q4 2019.
  • 77 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.