Envestnet Portfolio Solutions
XLU icon

Envestnet Portfolio Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Envestnet Portfolio Solutions’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 		$5.36M Buy
116,703
+6,528
+6% +$293K 0.03% 278
2025
Q4 		$4.7M Buy
110,175
+53,899
+96% +$2.39M 0.02% 371
2025
Q3 		$2.45M Sell
56,276
-1,810
-3% -$76.6K 0.01% 487
2025
Q2 		$2.37M Buy
58,086
+17,302
+42% +$689K 0.01% 514
2025
Q1 		$1.61M Sell
40,784
-9,048
-18% -$354K 0.01% 653
2024
Q4 		$1.89M Sell
49,832
-35,476
-42% -$1.41M 0.01% 684
2024
Q3 		$3.45M Buy
85,308
+21,270
+33% +$789K 0.01% 500
2024
Q2 		$2.18M Buy
64,038
+1,352
+2% +$46.4K 0.01% 609
2024
Q1 		$2.06M Buy
62,686
+21,804
+53% +$681K 0.01% 628
2023
Q4 		$1.29M Sell
40,882
-100
-0.2% -$3.06K 0.01% 718
2023
Q3 		$1.21M Buy
+40,982
New +$1.32M 0.01% 701

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 $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $152B AUM 31.61% 1-Year Est. Return