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

Empirical 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 Q1	–	Sell	-13,808	Closed	-$523K	–	721
2024 Q4	$523K	Buy	+13,808	New	+$548K	0.01%	381
2023 Q3	–	Sell	-6,150	Closed	-$201K	–	498
2023 Q2	$201K	Buy	+6,150	New	+$207K	0.01%	441

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Empirical Wealth Management's XLU Position: Q1 2025 in Review

Empirical Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 13,808 shares — an estimated $523K sold.

Empirical Wealth Management first reported a position in XLU in Q2 2023 and held it in 2 quarters. The position peaked at $523K in Q4 2024. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Empirical Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Empirical Wealth Management sold 13,808 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $523K.
Empirical Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 2 quarters.
Empirical Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $523K in Q4 2024.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.