EWG Elevate’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

EWG Elevate’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 Q2	–	Sell	-6,254	Closed	-$247K	–	156
2025 Q1	$247K	Buy	+6,254	New	+$244K	0.09%	105
2023 Q1	–	Sell	-500	Closed	-$17.6K	–	811
2022 Q4	$17.6K	Buy	+500	New	+$17K	0.01%	307

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

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

MMH

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

EWG Elevate's XLU Position: Q2 2025 in Review

EWG Elevate sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 6,254 shares — an estimated $247K sold.

EWG Elevate first reported a position in XLU in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

EWG Elevate reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
EWG Elevate sold 6,254 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $247K.
EWG Elevate first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
EWG Elevate's State Street Utilities Select Sector SPDR ETF position peaked at $247K in Q1 2025.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on EWG Elevate's 13F filing for Q2 2025, filed 15 Jul 2025.