Capasso Planning Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capasso Planning Partners’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 Q2	–	Sell	-15,124	Closed	-$596K	–	103
2025 Q1	$596K	Buy	15,124 +3,514	+30%	+$137K	0.25%	64
2024 Q4	$439K	Sell	11,610 -15,064	-56%	-$598K	0.18%	79
2024 Q3	$1.08M	Buy	26,674 +8,106	+44%	+$301K	0.32%	55
2024 Q2	$633K	Buy	+18,568	New	+$638K	0.21%	72

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capasso Planning Partners's XLU Position: Q2 2025 in Review

Capasso Planning Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 15,124 shares — an estimated $596K sold.

Capasso Planning Partners first reported a position in XLU in Q2 2024 and held it in 4 quarters. The position peaked at $1.08M in Q3 2024. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Capasso Planning Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Capasso Planning Partners sold 15,124 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $596K.
Capasso Planning Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
Capasso Planning Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.08M in Q3 2024.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.