Cherry Tree Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cherry Tree Wealth Management’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	$579K	Buy	12,618 +76	+0.6%	+$3.41K	0.12%	87
2025 Q4	$535K	Hold	12,542	–	–	0.11%	94
2025 Q3	$547K	Hold	12,542	–	–	0.12%	90
2025 Q2	$512K	Sell	12,542 -730	-6%	-$29.1K	0.12%	88
2025 Q1	$523K	Hold	13,272	–	–	0.13%	86
2024 Q4	$502K	Hold	13,272	–	–	0.12%	88
2024 Q3	$536K	Hold	13,272	–	–	0.13%	90
2024 Q2	$452K	Hold	13,272	–	–	0.11%	100
2024 Q1	$436K	Sell	13,272 -642	-5%	-$20K	0.11%	96
2023 Q4	$441K	Sell	13,914 -1,674	-11%	-$51.2K	0.12%	92
2023 Q3	$459K	Sell	15,588 -1,286	-8%	-$41.5K	0.13%	85
2023 Q2	$552K	Buy	+16,874	New	+$568K	0.16%	77

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

Cherry Tree Wealth Management's XLU Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.61% in Q1 2026, buying an estimated $3.41K and bringing the position to 12,618 shares worth $579K. The position accounts for 0.12% of the portfolio, ranked #87.

Cherry Tree Wealth Management first reported a position in XLU in Q2 2023 and has held it in 12 quarters since. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Cherry Tree Wealth Management held 12,618 shares of State Street Utilities Select Sector SPDR ETF worth $579K as of Q1 2026.
Cherry Tree Wealth Management bought 76 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.41K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #87 holding.
Cherry Tree Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.