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Estate Planners Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Estate Planners 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
-1,339
Closed -$57.1K – 433
2025
Q4 		$57.1K Buy
+1,339
New +$59.3K 0.02% 134

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Estate Planners Group's XLU Position: Q1 2026 in Review

Estate Planners Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 1,339 shares — an estimated $57.1K sold.

Estate Planners Group first reported a position in XLU in Q4 2025 and held it in 1 quarter. The position peaked at $57.1K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Estate Planners Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,339 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $57.1K.
  • Estate Planners Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's State Street Utilities Select Sector SPDR ETF position peaked at $57.1K in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.