Focus Partners Wealth
XLU icon

Focus Partners Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Focus Partners Wealth’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 		$181M Buy
3,952,034
+1,504,275
+61% +$67.5M 0.2% 109
2025
Q4 		$104M Sell
2,447,759
-59,785
-2% -$2.65M 0.12% 176
2025
Q3 		$109M Buy
2,507,544
+2,101,522
+518% +$88.9M 0.18% 107
2025
Q2 		$16.6M Buy
406,022
+30,044
+8% +$1.2M 0.04% 398
2025
Q1 		$14.8M Buy
375,978
+30,976
+9% +$1.21M 0.04% 389
2024
Q4 		$13.1M Buy
345,002
+282,246
+450% +$11.2M 0.03% 402
2024
Q3 		$2.53M Sell
62,756
-213,910
-77% -$7.94M 0.01% 724
2024
Q2 		$9.43M Buy
276,666
+196,110
+243% +$6.74M 0.03% 395
2024
Q1 		$2.64M Buy
80,556
+70,832
+728% +$2.21M 0.02% 437
2023
Q4 		$308K Buy
+9,724
New +$297K ﹤0.01% 664

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return