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Atwood & Palmer’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atwood & Palmer’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 		– Sell
-344
Closed -$14K – 538
2025
Q2 		$14K Buy
+344
New +$13.7K ﹤0.01% 352

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Atwood & Palmer's XLU Position: Q3 2025 in Review

Atwood & Palmer sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 344 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in XLU in Q2 2025 and held it in 1 quarter. The position peaked at $14K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Atwood & Palmer reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 344 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $14K.
  • Atwood & Palmer first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Atwood & Palmer's State Street Utilities Select Sector SPDR ETF position peaked at $14K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.