Armstrong Fleming & Moore’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Armstrong Fleming & Moore’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 Q2	–	Sell	-10,036	Closed	-$396K	–	165
2025 Q1	$396K	Buy	+10,036	New	+$392K	0.48%	41

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MMH

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Armstrong Fleming & Moore's XLU Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 10,036 shares — an estimated $396K sold.

Armstrong Fleming & Moore first reported a position in XLU in Q1 2025 and held it in 1 quarter. The position peaked at $396K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Armstrong Fleming & Moore reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Armstrong Fleming & Moore sold 10,036 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $396K.
Armstrong Fleming & Moore first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
Armstrong Fleming & Moore's State Street Utilities Select Sector SPDR ETF position peaked at $396K in Q1 2025.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.