Empowered Funds’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Empowered Funds’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	-35,624	Closed	-$1.45M	–	1963
2025 Q2	$1.45M	Buy	35,624 +3,562	+11%	+$142K	0.02%	952
2025 Q1	$1.26M	Buy	+32,062	New	+$1.25M	0.02%	920
2024 Q2	–	Sell	-13,722	Closed	-$450K	–	1468
2024 Q1	$450K	Buy	+13,722	New	+$428K	0.01%	1105

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

Empowered Funds's XLU Position: Q3 2025 in Review

Empowered Funds sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 35,624 shares — an estimated $1.45M sold.

Empowered Funds first reported a position in XLU in Q1 2024 and held it in 3 quarters. The position peaked at $1.45M in Q2 2025. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Empowered Funds reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Empowered Funds sold 35,624 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $1.45M.
Empowered Funds first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 3 quarters.
Empowered Funds's State Street Utilities Select Sector SPDR ETF position peaked at $1.45M in Q2 2025.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Empowered Funds's 13F filing for Q3 2025, filed 13 Nov 2025.