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

Future Financial 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	–	Sell	-68	Closed	-$3K	–	447
2025 Q3	$3K	Hold	68	–	–	﹤0.01%	427
2025 Q2	$2.79K	Hold	68	–	–	﹤0.01%	418
2025 Q1	$2.67K	Hold	68	–	–	﹤0.01%	414
2024 Q4	$2.55K	Buy	68 +2	+3%	+$79	﹤0.01%	413
2024 Q3	$2.7K	Buy	+66	New	+$2.45K	﹤0.01%	432
2024 Q2	–	Sell	-66	Closed	-$2.16K	–	481
2024 Q1	$2.16K	Buy	+66	New	+$2.06K	﹤0.01%	459
2023 Q2	–	Sell	-23,510	Closed	-$790K	–	121
2023 Q1	$790K	Buy	+23,510	New	+$797K	0.87%	31
2022 Q2	–	Sell	-268	Closed	-$10K	–	495
2022 Q1	$10K	Sell	268 -424	-61%	-$14.7K	0.01%	428
2021 Q4	$24K	Buy	+692	New	+$23.3K	0.02%	358

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Future Financial Wealth Management's XLU Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 68 shares — an estimated $3K sold.

Future Financial Wealth Management first reported a position in XLU in Q4 2021 and held it in 9 quarters. The position peaked at $790K in Q1 2023. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 68 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $3K.
Future Financial Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Future Financial Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $790K in Q1 2023.
1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.