Deane Retirement Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Deane Retirement Strategies’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	-226,630	Closed	-$9.25M	–	82
2025 Q2	$9.25M	Buy	226,630 +3,668	+2%	+$146K	4.14%	8
2025 Q1	$8.79M	Buy	+222,962	New	+$8.71M	4.19%	9
2023 Q3	–	Sell	-164,510	Closed	-$5.38M	–	74
2023 Q2	$5.38M	Buy	164,510 +1,662	+1%	+$56K	2.95%	9
2023 Q1	$5.51M	Buy	+162,848	New	+$5.52M	3.04%	8
2020 Q4	–	Sell	-262,712	Closed	-$7.8M	–	83
2020 Q3	$7.8M	Buy	+262,712	New	+$7.8M	5.29%	6
2020 Q2	–	Sell	-118,366	Closed	-$3.28M	–	72
2020 Q1	$3.28M	Buy	+118,366	New	+$3.79M	2.43%	9
2015 Q3	–	Sell	-487,982	Closed	-$10K	–	55
2015 Q2	$10K	Sell	487,982 -739,620	-60%	-$16.2M	0.01%	35
2015 Q1	$11.2M	Buy	1,227,602 +720,334	+142%	+$16.6M	10.78%	3
2014 Q4	$12M	Buy	+507,268	New	+$11.5M	11.52%	3

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

Deane Retirement Strategies's XLU Position: Q3 2025 in Review

Deane Retirement Strategies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 226,630 shares — an estimated $9.25M sold.

Deane Retirement Strategies first reported a position in XLU in Q4 2014 and held it in 9 quarters. The position peaked at $12M in Q4 2014. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Deane Retirement Strategies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Deane Retirement Strategies sold 226,630 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $9.25M.
Deane Retirement Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2014 and held it in 9 quarters.
Deane Retirement Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $12M in Q4 2014.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Deane Retirement Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.