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Ehrlich Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ehrlich Financial Group’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 		– Sell
-7,093
Closed -$303K – 128
2025
Q4 		$303K Sell
7,093
-279
-4% -$12.4K 0.17% 88
2025
Q3 		$321K Buy
7,372
+2,466
+50% +$104K 0.19% 84
2025
Q2 		$200K Buy
+4,906
New +$195K 0.13% 108

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ehrlich Financial Group's XLU Position: Q1 2026 in Review

Ehrlich Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 7,093 shares — an estimated $303K sold.

Ehrlich Financial Group first reported a position in XLU in Q2 2025 and held it in 3 quarters. The position peaked at $321K in Q3 2025. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Ehrlich Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 7,093 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $303K.
  • Ehrlich Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • Ehrlich Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $321K in Q3 2025.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Ehrlich Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.