Financial Sense Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Financial Sense Advisors’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 Q4	–	Sell	-104,346	Closed	-$4.55M	–	184
2025 Q3	$4.55M	Buy	+104,346	New	+$4.41M	0.78%	32
2022 Q4	–	Sell	-35,384	Closed	-$1.16M	–	106
2022 Q3	$1.16M	Sell	35,384 -1,076	-3%	-$39.4K	0.49%	43
2022 Q2	$1.28M	Buy	+36,460	New	+$1.32M	0.47%	53
2022 Q1	–	Sell	-36,792	Closed	-$1.32M	–	154
2021 Q4	$1.32M	Buy	36,792 +4,666	+15%	+$157K	0.45%	55
2021 Q3	$1.03M	Buy	32,126 +8,288	+35%	+$277K	0.34%	55
2021 Q2	$754K	Buy	23,838 +1,272	+6%	+$41.6K	0.24%	64
2021 Q1	$723K	Buy	22,566 +2,920	+15%	+$90.6K	0.24%	65
2020 Q4	$616K	Buy	19,646 +1,606	+9%	+$50.8K	0.22%	66
2020 Q3	$536K	Buy	+18,040	New	+$535K	0.21%	66

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Sense Advisors's XLU Position: Q4 2025 in Review

Financial Sense Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 104,346 shares — an estimated $4.55M sold.

Financial Sense Advisors first reported a position in XLU in Q3 2020 and held it in 9 quarters. The position peaked at $4.55M in Q3 2025. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Financial Sense Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Financial Sense Advisors sold 104,346 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $4.55M.
Financial Sense Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 9 quarters.
Financial Sense Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $4.55M in Q3 2025.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Financial Sense Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.