Friedenthal Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-958
| Closed | -$40.9K | – | 324 |
|
|
2025
Q4 | $40.9K | Hold |
958
| – | – | 0.02% | 156 |
|
|
2025
Q3 | $41.8K | Hold |
958
| – | – | 0.02% | 153 |
|
|
2025
Q2 | $39.1K | Hold |
958
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $37.8K | Sell |
958
-84
| -8% | -$3.28K | 0.02% | 147 |
|
|
2024
Q4 | $39.4K | Sell |
1,042
-3,050
| -75% | -$121K | 0.02% | 179 |
|
|
2024
Q3 | $165K | Sell |
4,092
-5,428
| -57% | -$201K | 0.1% | 110 |
|
|
2024
Q2 | $324K | Buy |
9,520
+8,422
| +767% | +$289K | 0.2% | 97 |
|
|
2024
Q1 | $36K | Buy |
1,098
+30
| +3% | +$936 | 0.02% | 172 |
|
|
2023
Q4 | $33.8K | Buy |
+1,068
| New | +$32.7K | 0.02% | 173 |
|
|
2022
Q4 | – | Sell |
-191,540
| Closed | -$6.27M | – | 118 |
|
|
2022
Q3 | $6.27M | Sell |
191,540
-5,542
| -3% | -$203K | 4.37% | 3 |
|
|
2022
Q2 | $6.91M | Buy |
197,082
+30,634
| +18% | +$1.11M | 4.54% | 5 |
|
|
2022
Q1 | $6.2M | Buy |
+166,448
| New | +$5.77M | 3.67% | 10 |
|
|
2021
Q1 | – | Sell |
-152,236
| Closed | -$4.7M | – | 60 |
|
|
2020
Q4 | $4.7M | Buy |
+152,236
| New | +$4.82M | 3.51% | 15 |
|
|
2020
Q1 | – | Sell |
-137,990
| Closed | -$4.46M | – | 57 |
|
|
2019
Q4 | $4.46M | Buy |
137,990
+129,004
| +1,436% | +$4.1M | 3.4% | 7 |
|
|
2019
Q3 | $291K | Sell |
8,986
-126,958
| -93% | -$3.92M | 0.23% | 48 |
|
|
2019
Q2 | $4.05M | Buy |
135,944
+8,854
| +7% | +$260K | 3.48% | 7 |
|
|
2019
Q1 | $3.7M | Sell |
127,090
-13,652
| -10% | -$380K | 3.16% | 13 |
|
|
2018
Q4 | $3.72M | Buy |
+140,742
| New | +$3.82M | 3.49% | 12 |
|
|
2016
Q3 | – | Sell |
-263,360
| Closed | -$6.91M | – | 51 |
|
|
2016
Q2 | $6.91M | Buy |
263,360
+229,828
| +685% | +$5.66M | 5.96% | 4 |
|
|
2016
Q1 | $726K | Hold |
33,532
| – | – | 0.67% | 16 |
|
|
2015
Q4 | $726K | Sell |
33,532
-308,458
| -90% | -$6.68M | 0.66% | 16 |
|
|
2015
Q3 | $7.4M | Buy |
341,990
+299,030
| +696% | +$6.44M | 6.65% | 4 |
|
|
2015
Q2 | $891K | Sell |
42,960
-172
| -0.4% | -$3.77K | 0.77% | 18 |
|
|
2015
Q1 | $958K | Sell |
43,132
-299,628
| -87% | -$6.92M | 0.81% | 20 |
|
|
2014
Q4 | $8.09M | Buy |
342,760
+314,622
| +1,118% | +$7.12M | 6.88% | 6 |
|
|
2014
Q3 | $592K | Sell |
28,138
-1,700
| -6% | -$36K | 0.5% | 27 |
|
|
2014
Q2 | $660K | Buy |
+29,838
| New | +$635K | 0.53% | 26 |
|
|
2014
Q1 | – | Sell |
-27,218
| Closed | -$517K | – | 40 |
|
|
2013
Q4 | $517K | Buy |
+27,218
| New | +$521K | 0.48% | 21 |
|
Other funds holding XLU
Friedenthal Financial's XLU Position: Q1 2026 in Review
Friedenthal Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 958 shares — an estimated $40.9K sold.
Friedenthal Financial first reported a position in XLU in Q4 2013 and held it in 28 quarters. The position peaked at $8.09M in Q4 2014. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Friedenthal Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
- Friedenthal Financial sold 958 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $40.9K.
- Friedenthal Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 28 quarters.
- Friedenthal Financial's State Street Utilities Select Sector SPDR ETF position peaked at $8.09M in Q4 2014.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Friedenthal Financial's 13F filing for Q1 2026, filed 20 Apr 2026.