Global Financial Private Client’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-458	Closed	-$18.1K	–	1630
2025 Q1	$18.1K	Hold	458	–	–	0.01%	468
2024 Q4	$17.3K	Hold	458	–	–	0.01%	452
2024 Q3	$18.5K	Hold	458	–	–	0.01%	441
2024 Q2	$15.6K	Hold	458	–	–	0.01%	405
2024 Q1	$14.9K	Hold	458	–	–	0.01%	420
2023 Q4	$14.5K	Hold	458	–	–	0.01%	414
2023 Q3	$12.9K	Hold	458	–	–	0.01%	411
2023 Q2	$15.1K	Hold	458	–	–	0.01%	395
2023 Q1	$15.4K	Hold	458	–	–	0.01%	398
2022 Q4	$16.1K	Sell	458 -7,120	-94%	-$242K	0.01%	370
2022 Q3	$255K	Buy	7,578 +670	+10%	+$24.6K	0.15%	121
2022 Q2	$248K	Buy	6,908 +6,450	+1,408%	+$233K	0.14%	123
2022 Q1	$17.3K	Hold	458	–	–	0.01%	359
2021 Q4	$16.4K	Buy	+458	New	+$15.5K	0.01%	352

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Financial Private Client's XLU Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 458 shares — an estimated $18.1K sold.

Global Financial Private Client first reported a position in XLU in Q4 2021 and held it in 14 quarters. The position peaked at $255K in Q3 2022. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Global Financial Private Client reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 458 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $18.1K.
Global Financial Private Client first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's State Street Utilities Select Sector SPDR ETF position peaked at $255K in Q3 2022.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.