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

Camarda Financial 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 Q1	–	Sell	-380,368	Closed	-$14.4M	–	124
2024 Q4	$14.4M	Buy	380,368 +7,328	+2%	+$291K	5.41%	3
2024 Q3	$15.1M	Buy	373,040 +11,452	+3%	+$425K	5.64%	2
2024 Q2	$12.3M	Buy	+361,588	New	+$12.4M	4.84%	7
2023 Q1	–	Sell	-53,352	Closed	-$1.88M	–	93
2022 Q4	$1.88M	Sell	53,352 -1,658	-3%	-$56.4K	1.9%	18
2022 Q3	$1.8M	Buy	55,010 +27,236	+98%	+$998K	2.12%	9
2022 Q2	$974K	Sell	27,774 -568,410	-95%	-$20.6M	0.97%	25
2022 Q1	$22.2M	Buy	+596,184	New	+$20.7M	10.59%	1
2021 Q3	–	Sell	-60,616	Closed	-$1.92M	–	116
2021 Q2	$1.92M	Buy	60,616 +40,626	+203%	+$1.33M	1.18%	15
2021 Q1	$640K	Sell	19,990 -3,504	-15%	-$109K	0.46%	69
2020 Q4	$737K	Sell	23,494 -33,656	-59%	-$1.07M	0.62%	45
2020 Q3	$1.7M	Buy	57,150 +7,420	+15%	+$220K	2.06%	12
2020 Q2	$1.4M	Buy	+49,730	New	+$1.43M	1.96%	13
2019 Q2	–	Sell	-246	Closed	-$7K	–	589
2019 Q1	$7K	Buy	+246	New	+$6.84K	0.01%	211
2016 Q3	–	Sell	-578	Closed	-$15K	–	258
2016 Q2	$15K	Sell	578 -8,804	-94%	-$217K	0.01%	196
2016 Q1	$233K	Buy	+9,382	New	+$217K	0.15%	114

Other funds holding XLU

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Camarda Financial Advisors's XLU Position: Q1 2025 in Review

Camarda Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 380,368 shares — an estimated $14.4M sold.

Camarda Financial Advisors first reported a position in XLU in Q1 2016 and held it in 15 quarters. The position peaked at $22.2M in Q1 2022. 1,357 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Camarda Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Camarda Financial Advisors sold 380,368 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $14.4M.
Camarda Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and held it in 15 quarters.
Camarda Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $22.2M in Q1 2022.
1,357 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Camarda Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.