SEC 13F Intelligence

Uptown Financial Advisors LLC / XLU

Uptown Financial Advisors LLC’s Select Sector Spdr Tr Position

Does Uptown Financial Advisors LLC own Select Sector Spdr Tr (XLU)? Yes — 45.2K shares worth $2M (+1.65% of its 13F portfolio) as of Q1 2026, up from 41.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
45.2K
% of Portfolio
+1.65%
Quarters Held
5
currently held

Position History XLU

Reported value by quarter
Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.2K$2M+1.65%
Q4 202541.3K$2M+1.26%
Q3 202516.9K$1M+1.21%
Q2 202516.5K$1M+1.15%
Q1 202512.8K$1M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Uptown Financial Advisors LLC’s full portfolio or all institutional holders of XLU.