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Freedom Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Freedom Investment 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 		– Sell
-13,010
Closed -$567K – 148
2025
Q3 		$567K Sell
13,010
-18,630
-59% -$788K 0.15% 67
2025
Q2 		$1.29M Buy
31,640
+1,120
+4% +$44.6K 0.1% 184
2025
Q1 		$1.2M Buy
30,520
+1,018
+3% +$39.8K 0.1% 185
2024
Q4 		$1.12M Sell
29,502
-22,244
-43% -$883K 0.09% 202
2024
Q3 		$2.09M Sell
51,746
-2,292
-4% -$85K 0.17% 106
2024
Q2 		$1.84M Buy
54,038
+462
+0.9% +$15.9K 0.15% 124
2024
Q1 		$1.76M Buy
53,576
+10,650
+25% +$332K 0.14% 140
2023
Q4 		$1.36M Sell
42,926
-34,876
-45% -$1.07M 0.11% 170
2023
Q3 		$2.29M Buy
77,802
+10,548
+16% +$340K 0.28% 76
2023
Q2 		$2.2M Buy
67,254
+29,498
+78% +$993K 0.25% 85
2023
Q1 		$1.28M Buy
+37,756
New +$1.28M 0.14% 186
2022
Q3 		– Sell
-18,852
Closed -$661K – 786
2022
Q2 		$661K Buy
+18,852
New +$682K 0.07% 354
2021
Q1 		– Sell
-18,342
Closed -$575K – 917
2020
Q4 		$575K Buy
+18,342
New +$580K 0.06% 295
2020
Q1 		– Sell
-103,198
Closed -$3.33M – 723
2019
Q4 		$3.33M Buy
+103,198
New +$3.28M 0.29% 74
2019
Q2 		– Sell
-34,134
Closed -$993K – 740
2019
Q1 		$993K Buy
34,134
+7,698
+29% +$214K 0.08% 238
2018
Q4 		$699K Buy
+26,436
New +$718K 0.05% 338
2018
Q1 		– Sell
-13,958
Closed -$368K – 1229
2017
Q4 		$368K Sell
13,958
-1,110
-7% -$30.4K 0.02% 782
2017
Q3 		$400K Sell
15,068
-320
-2% -$8.59K 0.02% 693
2017
Q2 		$400K Sell
15,388
-1,300
-8% -$34.1K 0.02% 661
2017
Q1 		$428K Sell
16,688
-1,024
-6% -$25.6K 0.02% 603
2016
Q4 		$430K Buy
17,712
+5,254
+42% +$125K 0.03% 535
2016
Q3 		$305K Sell
12,458
-47,120
-79% -$1.2M 0.02% 632
2016
Q2 		$1.56M Sell
59,578
-137,902
-70% -$3.4M 0.11% 116
2016
Q1 		$4.9M Buy
197,480
+184,714
+1,447% +$4.26M 0.35% 33
2015
Q4 		$276K Sell
12,766
-206,702
-94% -$4.48M 0.02% 588
2015
Q3 		$8.75M Buy
219,468
+169,438
+339% +$3.65M 0.89% 9
2015
Q2 		$1.04M Buy
50,030
+28,830
+136% +$631K 0.11% 150
2015
Q1 		$471K Sell
21,200
-8,536
-29% -$197K 0.05% 326
2014
Q4 		$702K Buy
29,736
+17,660
+146% +$400K 0.09% 205
2014
Q3 		$254K Sell
12,076
-2,520
-17% -$53.4K 0.04% 385
2014
Q2 		$323K Buy
+14,596
New +$310K 0.05% 324

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 $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Freedom Investment Management's XLU Position: Q4 2025 in Review

Freedom Investment Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 13,010 shares — an estimated $567K sold.

Freedom Investment Management first reported a position in XLU in Q2 2014 and held it in 31 quarters. The position peaked at $8.75M in Q3 2015. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Freedom Investment Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 13,010 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $567K.
  • Freedom Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2014 and held it in 31 quarters.
  • Freedom Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $8.75M in Q3 2015.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.