Graney & King’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Graney & King’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	-44	Closed	-$1.92K	–	369
2025 Q3	$1.92K	Sell	44 -22	-33%	-$931	﹤0.01%	306
2025 Q2	$2.69K	Buy	66 +14	+27%	+$558	﹤0.01%	285
2025 Q1	$2.05K	Hold	52	–	–	﹤0.01%	290
2024 Q4	$1.97K	Buy	+52	New	+$2.06K	﹤0.01%	271

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

Graney & King's XLU Position: Q4 2025 in Review

Graney & King sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 44 shares — an estimated $1.92K sold.

Graney & King first reported a position in XLU in Q4 2024 and held it in 4 quarters. The position peaked at $2.69K in Q2 2025. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Graney & King reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Graney & King sold 44 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $1.92K.
Graney & King first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Graney & King's State Street Utilities Select Sector SPDR ETF position peaked at $2.69K in Q2 2025.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Graney & King's 13F filing for Q4 2025, filed 13 Feb 2026.