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

Channel Wealth’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 Q3	–	Sell	-5,188	Closed	-$212K	–	190
2025 Q2	$212K	Sell	5,188 -28,598	-85%	-$1.14M	0.06%	160
2025 Q1	$1.33M	Sell	33,786 -402	-1%	-$15.7K	0.41%	57
2024 Q4	$1.29M	Sell	34,188 -27,612	-45%	-$1.1M	0.42%	57
2024 Q3	$2.5M	Buy	61,800 +46,978	+317%	+$1.74M	0.82%	41
2024 Q2	$505K	Buy	14,822 +4,268	+40%	+$147K	0.18%	91
2024 Q1	$346K	Buy	+10,554	New	+$329K	0.14%	115

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

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

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

Channel Wealth's XLU Position: Q3 2025 in Review

Channel Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 5,188 shares — an estimated $212K sold.

Channel Wealth first reported a position in XLU in Q1 2024 and held it in 6 quarters. The position peaked at $2.5M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Channel Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Channel Wealth sold 5,188 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $212K.
Channel Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 6 quarters.
Channel Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $2.5M in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Channel Wealth's 13F filing for Q3 2025, filed 7 Oct 2025.