Good Life Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Good Life Advisors’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	$2.05M	Buy	50,284 +7,384	+17%	+$294K	0.13%	139
2025 Q1	$1.69M	Buy	42,900 +5,728	+15%	+$224K	0.12%	148
2024 Q4	$1.41M	Buy	37,172 +17,184	+86%	+$682K	0.1%	153
2024 Q3	$807K	Buy	19,988 +3,238	+19%	+$120K	0.05%	252
2024 Q2	$571K	Sell	16,750 -17,634	-51%	-$606K	0.05%	236
2024 Q1	$1.13M	Buy	34,384 +1,328	+4%	+$41.5K	0.1%	155
2023 Q4	$1.05M	Buy	33,056 +538	+2%	+$16.4K	0.1%	156
2023 Q3	$958K	Buy	32,518 +7,990	+33%	+$258K	0.11%	159
2023 Q2	$803K	Buy	24,528 +56	+0.2%	+$1.89K	0.09%	170
2023 Q1	$828K	Sell	24,472 -9,448	-28%	-$320K	0.11%	155
2022 Q4	$1.2M	Buy	33,920 +4,798	+16%	+$163K	0.17%	121
2022 Q3	$954K	Buy	29,122 +3,058	+12%	+$112K	0.14%	127
2022 Q2	$914K	Buy	26,064 +3,350	+15%	+$121K	0.13%	130
2022 Q1	$846K	Buy	22,714 +4,128	+22%	+$143K	0.11%	142
2021 Q4	$665K	Sell	18,586 -1,216	-6%	-$41K	0.08%	169
2021 Q3	$632K	Buy	19,802 +3,628	+22%	+$121K	0.09%	166
2021 Q2	$511K	Buy	+16,174	New	+$529K	0.1%	155

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

Good Life Advisors's XLU Position: Q2 2025 in Review

Good Life Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q2 2025, buying an estimated $294K and bringing the position to 50,284 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #139.

Good Life Advisors first reported a position in XLU in Q2 2021 and has held it in 17 quarters since. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Good Life Advisors held 50,284 shares of State Street Utilities Select Sector SPDR ETF worth $2.05M as of Q2 2025.
Good Life Advisors bought 7,384 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $294K.
State Street Utilities Select Sector SPDR ETF made up 0.13% of Good Life Advisors's portfolio in Q2 2025, its #139 holding.
Good Life Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.