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

Congress 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
2025 Q2	$44.1M	Buy	1,080,980 +1,060,612	+5,207%	+$42.3M	0.43%	46
2025 Q1	$802K	Buy	+20,368	New	+$796K	0.01%	678
2023 Q1	–	Sell	-5,856	Closed	-$206K	–	579
2022 Q4	$206K	Sell	5,856 -2,502	-30%	-$85.1K	0.01%	536
2022 Q3	$274K	Buy	8,358 +2,398	+40%	+$87.9K	0.01%	481
2022 Q2	$209K	Sell	5,960 -3,150	-35%	-$114K	0.01%	529
2022 Q1	$340K	Buy	9,110 +680	+8%	+$23.6K	0.01%	492
2021 Q4	$302K	Buy	+8,430	New	+$284K	0.01%	538

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Congress Wealth Management's XLU Position: Q2 2025 in Review

Congress Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5,207% in Q2 2025, buying an estimated $42.3M and bringing the position to 1,080,980 shares worth $44.1M. The position accounts for 0.43% of the portfolio, ranked #46.

Congress Wealth Management first reported a position in XLU in Q4 2021 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Congress Wealth Management held 1,080,980 shares of State Street Utilities Select Sector SPDR ETF worth $44.1M as of Q2 2025.
Congress Wealth Management bought 1,060,612 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $42.3M.
State Street Utilities Select Sector SPDR ETF made up 0.43% of Congress Wealth Management's portfolio in Q2 2025, its #46 holding.
Congress Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.