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Essential Planning’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Essential Planning’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
-29,396
Closed -$1.17M – 309
2024
Q4 		$1.17M Buy
+29,396
New +$1.17M 0.01% 223

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Essential Planning's XLU Position: Q1 2025 in Review

Essential Planning sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 29,396 shares — an estimated $1.17M sold.

Essential Planning first reported a position in XLU in Q4 2024 and held it in 1 quarter. The position peaked at $1.17M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

  • Essential Planning reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 29,396 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $1.17M.
  • Essential Planning first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's State Street Utilities Select Sector SPDR ETF position peaked at $1.17M 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 Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.