D. Scott Neal’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

D. Scott Neal’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	$2.93M	Buy	67,116 +5,914	+10%	+$250K	1.35%	14
2025 Q2	$2.5M	Buy	61,202 +3,336	+6%	+$133K	1.25%	15
2025 Q1	$2.28M	Buy	+57,866	New	+$2.26M	1.27%	13
2024 Q4	–	Sell	-418,416	Closed	-$16.9M	–	61
2024 Q3	$16.9M	Buy	+418,416	New	+$15.5M	8.94%	5
2023 Q3	–	Sell	-236,768	Closed	-$7.75M	–	66
2023 Q2	$7.75M	Sell	236,768 -4,578	-2%	-$154K	5.83%	8
2023 Q1	$8.17M	Buy	241,346 +81,804	+51%	+$2.77M	4.56%	6
2022 Q4	$5.62M	Buy	159,542 +716	+0.5%	+$24.3K	2.73%	11
2022 Q3	$5.2M	Buy	158,826 +96,748	+156%	+$3.55M	2.19%	13
2022 Q2	$2.18M	Buy	+62,078	New	+$2.25M	0.91%	15

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

D. Scott Neal's XLU Position: Q3 2025 in Review

D. Scott Neal increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.7% in Q3 2025, buying an estimated $250K and bringing the position to 67,116 shares worth $2.93M. The position accounts for 1.35% of the portfolio, ranked #14.

D. Scott Neal first reported a position in XLU in Q2 2022 and has held it in 9 quarters since. The position peaked at $16.9M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

D. Scott Neal held 67,116 shares of State Street Utilities Select Sector SPDR ETF worth $2.93M as of Q3 2025.
D. Scott Neal bought 5,914 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $250K.
State Street Utilities Select Sector SPDR ETF made up 1.35% of D. Scott Neal's portfolio in Q3 2025, its #14 holding.
D. Scott Neal first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 9 quarters since.
D. Scott Neal's State Street Utilities Select Sector SPDR ETF position peaked at $16.9M 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 D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.