H&H Retirement Design & Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

H&H Retirement Design & 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
2026 Q1	$4.89M	Sell	105,006 -2,942	-3%	-$132K	2.3%	15
2025 Q4	$4.6M	Buy	107,948 +5,072	+5%	+$225K	2.34%	15
2025 Q3	$4.61M	Sell	102,876 -2,918	-3%	-$123K	2.45%	15
2025 Q2	$4.44M	Buy	105,794 +5,288	+5%	+$211K	2.44%	15
2025 Q1	$3.82M	Buy	100,506 +298	+0.3%	+$11.6K	2.54%	14
2024 Q4	$4.02M	Sell	100,208 -3,506	-3%	-$139K	2.44%	15
2024 Q3	$4.18M	Buy	103,714 +514	+0.5%	+$19.1K	2.46%	14
2024 Q2	$3.65M	Sell	103,200 -306	-0.3%	-$10.5K	2.25%	15
2024 Q1	$3.42M	Sell	103,506 -14,868	-13%	-$464K	2.26%	14
2023 Q4	$3.55M	Buy	118,374 +18,296	+18%	+$559K	2.24%	15
2023 Q3	$2.97M	Sell	100,078 -280	-0.3%	-$9.03K	2.05%	16
2023 Q2	$3.37M	Sell	100,358 -1,672	-2%	-$56.3K	2.24%	15
2023 Q1	$3.55M	Buy	+102,030	New	+$3.46M	2.26%	14

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

H&H Retirement Design & Management's XLU Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q1 2026, selling an estimated $132K and leaving 105,006 shares worth $4.89M. The position accounts for 2.3% of the portfolio, ranked #15.

H&H Retirement Design & Management first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

H&H Retirement Design & Management held 105,006 shares of State Street Utilities Select Sector SPDR ETF worth $4.89M as of Q1 2026.
H&H Retirement Design & Management sold 2,942 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $132K.
State Street Utilities Select Sector SPDR ETF made up 2.3% of H&H Retirement Design & Management's portfolio in Q1 2026, its #15 holding.
H&H Retirement Design & Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.