Capital & Planning LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capital & Planning LLC’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	$92	Buy	+2	New	+$90	﹤0.01%	170

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

Capital & Planning LLC's XLU Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 2 shares worth $92. The stake represents ﹤0.01% of the portfolio and ranks #170 among its holdings.

1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Capital & Planning LLC held 2 shares of State Street Utilities Select Sector SPDR ETF worth $92 as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Capital & Planning LLC position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #170 holding.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.