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

AMJ 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 Q4	–	Sell	-4,702	Closed	-$205K	–	105
2025 Q3	$205K	Buy	+4,702	New	+$199K	0.05%	87
2022 Q4	–	Sell	-361,510	Closed	-$11.8M	–	61
2022 Q3	$11.8M	Buy	+361,510	New	+$13.2M	7.7%	3
2022 Q2	–	Sell	-15,892	Closed	-$592K	–	96
2022 Q1	$592K	Buy	15,892 +8,790	+124%	+$305K	0.24%	52
2021 Q4	$254K	Buy	+7,102	New	+$240K	0.09%	86
2020 Q1	–	Sell	-33,462	Closed	-$1.08M	–	69
2019 Q4	$1.08M	Buy	+33,462	New	+$1.06M	0.76%	37

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AMJ Financial Wealth Management's XLU Position: Q4 2025 in Review

AMJ Financial Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 4,702 shares — an estimated $205K sold.

AMJ Financial Wealth Management first reported a position in XLU in Q4 2019 and held it in 5 quarters. The position peaked at $11.8M in Q3 2022. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

AMJ Financial Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
AMJ Financial Wealth Management sold 4,702 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $205K.
AMJ Financial Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
AMJ Financial Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $11.8M in Q3 2022.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.