FLP Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

FLP Wealth Management’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	$601K	Buy	+13,086	New	+$587K	1.24%	29
2025 Q3	–	Sell	-4,914	Closed	-$201K	–	72
2025 Q2	$201K	Sell	4,914 -162	-3%	-$6.46K	0.56%	57
2025 Q1	$200K	Buy	5,076 +38	+0.8%	+$1.49K	0.64%	51
2024 Q4	$191K	Buy	+5,038	New	+$200K	0.49%	48

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FLP Wealth Management's XLU Position: Q1 2026 in Review

FLP Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 13,086 shares worth $601K. The stake represents 1.24% of the portfolio and ranks #29 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in XLU as recently as Q2 2025.

FLP Wealth Management first reported a position in XLU in Q4 2024 and has held it in 4 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

FLP Wealth Management held 13,086 shares of State Street Utilities Select Sector SPDR ETF worth $601K as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new FLP Wealth Management position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 1.24% of FLP Wealth Management's portfolio in Q1 2026, its #29 holding.
FLP Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.