Apexium Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Apexium Financial’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	$996K	Sell	22,840 -466	-2%	-$19.7K	0.05%	133
2025 Q2	$952K	Buy	23,306 +394	+2%	+$15.7K	0.05%	131
2025 Q1	$903K	Sell	22,912 -1,256	-5%	-$49.1K	0.05%	128
2024 Q4	$915K	Sell	24,168 -596	-2%	-$23.7K	0.06%	115
2024 Q3	$1M	Sell	24,764 -392	-2%	-$14.5K	0.07%	95
2024 Q2	$857K	Buy	25,156 +1,232	+5%	+$42.3K	0.06%	103
2024 Q1	$785K	Sell	23,924 -1,332	-5%	-$41.6K	0.06%	108
2023 Q4	$800K	Sell	25,256 -86	-0.3%	-$2.63K	0.06%	142
2023 Q3	$747K	Sell	25,342 -872	-3%	-$28.1K	0.07%	99
2023 Q2	$858K	Buy	26,214 +6	+0%	+$202	0.08%	94
2023 Q1	$887K	Buy	26,208 +590	+2%	+$20K	0.09%	90
2022 Q4	$903K	Buy	25,618 +356	+1%	+$12.1K	0.09%	87
2022 Q3	$827K	Buy	+25,262	New	+$926K	0.1%	83

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 $374B AUM 17.66% 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

Apexium Financial's XLU Position: Q3 2025 in Review

Apexium Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q3 2025, selling an estimated $19.7K and leaving 22,840 shares worth $996K. The position accounts for 0.05% of the portfolio, ranked #133.

Apexium Financial first reported a position in XLU in Q3 2022 and has held it in 13 quarters since. The position peaked at $1M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Apexium Financial held 22,840 shares of State Street Utilities Select Sector SPDR ETF worth $996K as of Q3 2025.
Apexium Financial sold 466 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $19.7K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Apexium Financial's portfolio in Q3 2025, its #133 holding.
Apexium Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's State Street Utilities Select Sector SPDR ETF position peaked at $1M in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.