Greenline Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Greenline Partners’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 Q1	–	Sell	-4	Closed	-$151	–	607
2024 Q4	$151	Buy	+4	New	+$159	﹤0.01%	241
2024 Q1	–	Sell	-6	Closed	-$190	–	125
2023 Q4	$190	Buy	6 +2	+50%	+$61	﹤0.01%	123
2023 Q3	$118	Hold	4	–	–	﹤0.01%	116
2023 Q2	$131	Buy	+4	New	+$135	﹤0.01%	115
2021 Q4	–	Sell	-50	Closed	-$2K	–	140
2021 Q3	$2K	Buy	50 +34	+213%	+$1.14K	﹤0.01%	129
2021 Q2	$1K	Buy	+16	New	+$524	﹤0.01%	131
2020 Q2	–	Sell	-122	Closed	-$3K	–	130
2020 Q1	$3K	Buy	+122	New	+$3.9K	﹤0.01%	107

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

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

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

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

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

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

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

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

MMH

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

Greenline Partners's XLU Position: Q1 2025 in Review

Greenline Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 4 shares — an estimated $151 sold.

Greenline Partners first reported a position in XLU in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Greenline Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Greenline Partners sold 4 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $151.
Greenline Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and held it in 7 quarters.
Greenline Partners's State Street Utilities Select Sector SPDR ETF position peaked at $3K in Q1 2020.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Greenline Partners's 13F filing for Q1 2025, filed 15 May 2025.