BFWA
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Benchmark Financial Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Benchmark Financial Wealth Advisors’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 		$400K Buy
8,721
+16
+0.2% +$718 0.11% 89
2025
Q4 		$372K Buy
8,705
+19
+0.2% +$841 0.11% 87
2025
Q3 		$379K Buy
8,686
+2,456
+39% +$104K 0.11% 84
2025
Q2 		$254K Hold
6,230
– – 0.08% 95
2025
Q1 		$246K Hold
6,230
– – 0.09% 89
2024
Q4 		$236K Hold
6,230
– – 0.08% 89
2024
Q3 		$252K Hold
6,230
– – 0.08% 85
2024
Q2 		$212K Hold
6,230
– – 0.08% 87
2024
Q1 		$205K Sell
6,230
-37,918
-86% -$1.18M 0.08% 89
2023
Q4 		$1.4M Sell
44,148
-29,976
-40% -$916K 0.6% 26
2023
Q3 		$2.18M Buy
74,124
+63,784
+617% +$2.06M 1.03% 21
2023
Q2 		$338K Buy
+10,340
New +$348K 0.16% 49

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 $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return