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

Briaud Financial Planning’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	-1,246	Closed	-$50K	–	349
2025 Q2	$50K	Hold	1,246	–	–	0.02%	97
2025 Q1	$49K	Hold	1,246	–	–	0.02%	89
2024 Q4	$47K	Hold	1,246	–	–	0.02%	81
2024 Q3	$50K	Hold	1,246	–	–	0.03%	61
2024 Q2	$42K	Hold	1,246	–	–	0.02%	61
2024 Q1	$41K	Buy	+1,246	New	+$38.9K	0.02%	64
2023 Q4	–	Sell	-272,096	Closed	-$8.02M	–	171
2023 Q3	$8.02M	Sell	272,096 -4,452	-2%	-$144K	6.49%	3
2023 Q2	$9.05M	Sell	276,548 -914	-0.3%	-$30.8K	8.54%	2
2023 Q1	$9.39M	Sell	277,462 -11,092	-4%	-$376K	8.89%	2
2022 Q4	$10.2M	Buy	288,554 +36,532	+14%	+$1.24M	8.23%	2
2022 Q3	$8.49M	Buy	252,022 +66,662	+36%	+$2.44M	7.55%	2
2022 Q2	$6.5M	Buy	185,360 +4,756	+3%	+$172K	4.26%	3
2022 Q1	$6.72M	Buy	180,604 +167,766	+1,307%	+$5.82M	3.86%	4
2021 Q4	$459K	Buy	+12,838	New	+$433K	0.25%	13
2020 Q4	–	Sell	-35,612	Closed	-$1.06M	–	25
2020 Q3	$1.06M	Buy	35,612 +14,854	+72%	+$441K	0.76%	7
2020 Q2	$585K	Buy	20,758 +432	+2%	+$12.5K	0.45%	8
2020 Q1	$563K	Buy	+20,326	New	+$650K	0.81%	6

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

Briaud Financial Planning's XLU Position: Q3 2025 in Review

Briaud Financial Planning sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 1,246 shares — an estimated $50K sold.

Briaud Financial Planning first reported a position in XLU in Q1 2020 and held it in 17 quarters. The position peaked at $10.2M in Q4 2022. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Briaud Financial Planning reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,246 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $50K.
Briaud Financial Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 17 quarters.
Briaud Financial Planning's State Street Utilities Select Sector SPDR ETF position peaked at $10.2M in Q4 2022.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.