Bristlecone Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bristlecone 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
2025 Q3	–	Sell	-600	Closed	-$24.5K	–	314
2025 Q2	$24.5K	Hold	600	–	–	﹤0.01%	268
2025 Q1	$23.7K	Hold	600	–	–	﹤0.01%	330
2024 Q4	$22.7K	Hold	600	–	–	﹤0.01%	329
2024 Q3	$24.2K	Buy	+600	New	+$22.3K	﹤0.01%	335
2023 Q2	–	Sell	-800	Closed	-$27.1K	–	356
2023 Q1	$27.1K	Buy	+800	New	+$27.1K	﹤0.01%	311
2020 Q4	–	Sell	-5,780	Closed	-$172K	–	209
2020 Q3	$172K	Buy	+5,780	New	+$172K	0.03%	177
2019 Q3	–	Sell	-7,000	Closed	-$209K	–	184
2019 Q2	$209K	Buy	+7,000	New	+$206K	0.05%	176
2017 Q4	–	Sell	-7,000	Closed	-$186K	–	264
2017 Q3	$186K	Buy	+7,000	New	+$188K	0.06%	139
2017 Q1	–	Sell	-8,950	Closed	-$217K	–	159
2016 Q4	$217K	Hold	8,950	–	–	0.08%	145
2016 Q3	$219K	Sell	8,950 -2,000	-18%	-$50.8K	0.08%	146
2016 Q2	$287K	Sell	10,950 -2,390	-18%	-$58.9K	0.11%	120
2016 Q1	$331K	Sell	13,340 -4,200	-24%	-$97K	0.13%	129
2015 Q4	$380K	Buy	+17,540	New	+$380K	0.16%	121

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

Bristlecone Advisors's XLU Position: Q3 2025 in Review

Bristlecone Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 600 shares — an estimated $24.5K sold.

Bristlecone Advisors first reported a position in XLU in Q4 2015 and held it in 13 quarters. The position peaked at $380K in Q4 2015. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Bristlecone Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 600 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $24.5K.
Bristlecone Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and held it in 13 quarters.
Bristlecone Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $380K in Q4 2015.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.