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

Angeles 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
2026 Q1	$55.1K	Hold	1,200	–	–	﹤0.01%	465
2025 Q4	$51.2K	Hold	1,200	–	–	﹤0.01%	419
2025 Q3	$52.3K	Hold	1,200	–	–	﹤0.01%	373
2025 Q2	$49K	Hold	1,200	–	–	﹤0.01%	379
2025 Q1	$47.3K	Sell	1,200 -1,900	-61%	-$74.2K	﹤0.01%	332
2024 Q4	$117K	Buy	+3,100	New	+$123K	0.01%	314
2024 Q1	–	Sell	-16	Closed	-$507	–	309
2023 Q4	$507	Buy	+16	New	+$489	﹤0.01%	258

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

Angeles Wealth Management's XLU Position: Q1 2026 in Review

Angeles Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 1,200 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Angeles Wealth Management first reported a position in XLU in Q4 2023 and has held it in 7 quarters since. The position peaked at $117K in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Angeles Wealth Management held 1,200 shares of State Street Utilities Select Sector SPDR ETF worth $55.1K as of Q1 2026.
Angeles Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #465 holding.
Angeles Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
Angeles Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $117K in Q4 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.