Abich Financial Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$55.5K	Buy	+1,272	New	+$53.8K	0.02%	304
2024 Q3	–	Sell	-1,100	Closed	-$37.5K	–	850
2024 Q2	$37.5K	Hold	1,100	–	–	0.03%	181
2024 Q1	$36.1K	Buy	+1,100	New	+$34.3K	0.03%	176

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Abich Financial Wealth Management's XLU Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025: 1,272 shares worth $55.5K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in XLU as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in XLU in Q1 2024 and has held it in 3 quarters since. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Abich Financial Wealth Management held 1,272 shares of State Street Utilities Select Sector SPDR ETF worth $55.5K as of Q3 2025.
State Street Utilities Select Sector SPDR ETF was a new Abich Financial Wealth Management position in Q3 2025.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #304 holding.
Abich Financial Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.