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Carolinas Wealth Consulting’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Carolinas Wealth Consulting’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
-270
Closed -$10.6K – 982
2025
Q1 		$10.6K Sell
270
-410
-60% -$16K ﹤0.01% 527
2024
Q4 		$25.7K Buy
680
+2
+0.3% +$79 0.01% 444
2024
Q3 		$27.3K Buy
678
+2
+0.3% +$74 0.01% 442
2024
Q2 		$23K Buy
676
+2
+0.3% +$69 ﹤0.01% 462
2024
Q1 		$22.1K Buy
674
+412
+157% +$12.9K ﹤0.01% 470
2023
Q4 		$8.3K Buy
262
+2
+0.8% +$61 ﹤0.01% 562
2023
Q3 		$7.77K Buy
260
+2
+0.8% +$64 ﹤0.01% 552
2023
Q2 		$8.47K Hold
258
– – ﹤0.01% 614
2023
Q1 		$8.71K Buy
258
+2
+0.8% +$68 ﹤0.01% 626
2022
Q4 		$9.02K Buy
256
+2
+0.8% +$68 ﹤0.01% 632
2022
Q3 		$8K Hold
254
– – ﹤0.01% 614
2022
Q2 		$9K Buy
254
+2
+0.8% +$72 ﹤0.01% 595
2022
Q1 		$9K Buy
252
+2
+0.8% +$69 ﹤0.01% 627
2021
Q4 		$9K Hold
250
– – ﹤0.01% 638
2021
Q3 		$8K Buy
250
+2
+0.8% +$67 ﹤0.01% 618
2021
Q2 		$8K Buy
248
+74
+43% +$2.42K ﹤0.01% 640
2021
Q1 		$6K Hold
174
– – ﹤0.01% 690
2020
Q4 		$5K Buy
174
+2
+1% +$63 ﹤0.01% 654
2020
Q3 		$5K Buy
172
+2
+1% +$59 ﹤0.01% 576
2020
Q2 		$5K Sell
170
-440
-72% -$12.7K ﹤0.01% 411
2020
Q1 		$17K Buy
610
+444
+267% +$14.2K 0.01% 149
2019
Q4 		$5K Buy
+166
New +$5.27K 0.01% 82

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's XLU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 270 shares — an estimated $10.6K sold.

Carolinas Wealth Consulting first reported a position in XLU in Q4 2019 and held it in 22 quarters. The position peaked at $27.3K in Q3 2024. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 270 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $10.6K.
  • Carolinas Wealth Consulting first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's State Street Utilities Select Sector SPDR ETF position peaked at $27.3K 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 Carolinas Wealth Consulting's 13F filing for Q2 2025.