Buska Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Buska Wealth Management’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	–	Sell	-4,797	Closed	-$205K	–	82
2025 Q4	$205K	Sell	4,797 -499	-9%	-$22.1K	0.08%	73
2025 Q3	$231K	Sell	5,296 -622	-11%	-$26.3K	0.07%	66
2025 Q2	$242K	Sell	5,918 -1,086	-16%	-$43.3K	0.07%	61
2025 Q1	$276K	Sell	7,004 -92	-1%	-$3.59K	0.09%	56
2024 Q4	$269K	Sell	7,096 -896	-11%	-$35.6K	0.09%	54
2024 Q3	$323K	Sell	7,992 -260	-3%	-$9.64K	0.11%	46
2024 Q2	$281K	Sell	8,252 -10,710	-56%	-$368K	0.11%	43
2024 Q1	$622K	Buy	+18,962	New	+$592K	0.27%	30

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Buska Wealth Management's XLU Position: Q1 2026 in Review

Buska Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 4,797 shares — an estimated $205K sold.

Buska Wealth Management first reported a position in XLU in Q1 2024 and held it in 8 quarters. The position peaked at $622K in Q1 2024. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Buska Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Buska Wealth Management sold 4,797 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $205K.
Buska Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
Buska Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $622K in Q1 2024.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Buska Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.