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

Forefront 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
2025 Q4	$267K	Buy	+6,247	New	+$277K	0.19%	51

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Forefront Wealth Management's XLU Position: Q4 2025 in Review

Forefront Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025: 6,247 shares worth $267K. The stake represents 0.19% of the portfolio and ranks #51 among its holdings.

1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Forefront Wealth Management held 6,247 shares of State Street Utilities Select Sector SPDR ETF worth $267K as of Q4 2025.
State Street Utilities Select Sector SPDR ETF was a new Forefront Wealth Management position in Q4 2025.
State Street Utilities Select Sector SPDR ETF made up 0.19% of Forefront Wealth Management's portfolio in Q4 2025, its #51 holding.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.