Consolidated Portfolio Review Corp’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-7,908	Closed	-$345K	–	441
2025 Q3	$345K	Sell	7,908 -1,304	-14%	-$55.2K	0.04%	338
2025 Q2	$376K	Buy	9,212 +1,392	+18%	+$55.5K	0.05%	304
2025 Q1	$308K	Buy	7,820 +984	+14%	+$38.4K	0.05%	293
2024 Q4	$259K	Sell	6,836 -15,136	-69%	-$601K	0.04%	320
2024 Q3	$887K	Buy	21,972 +602	+3%	+$22.3K	0.2%	132
2024 Q2	$728K	Buy	21,370 +6,014	+39%	+$207K	0.17%	149
2024 Q1	$504K	Sell	15,356 -1,520	-9%	-$47.4K	0.13%	160
2023 Q4	$534K	Buy	16,876 +9,168	+119%	+$280K	0.12%	165
2023 Q3	$227K	Buy	+7,708	New	+$248K	0.06%	280

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's XLU Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 7,908 shares — an estimated $345K sold.

Consolidated Portfolio Review Corp first reported a position in XLU in Q3 2023 and held it in 9 quarters. The position peaked at $887K in Q3 2024. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 7,908 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $345K.
Consolidated Portfolio Review Corp first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 9 quarters.
Consolidated Portfolio Review Corp's State Street Utilities Select Sector SPDR ETF position peaked at $887K in Q3 2024.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.