Hantz Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hantz Financial Services’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	$27K	Buy	580 +12	+2%	+$538	﹤0.01%	1773
2025 Q4	$24K	Buy	568 +414	+269%	+$18.3K	﹤0.01%	1716
2025 Q3	$7K	Sell	154 -186	-55%	-$7.87K	﹤0.01%	1951
2025 Q2	$14K	Buy	+340	New	+$13.5K	﹤0.01%	1416
2024 Q4	–	Sell	-126	Closed	-$5K	–	1229
2024 Q3	$5K	Buy	+126	New	+$4.67K	﹤0.01%	876
2024 Q2	–	Sell	-168	Closed	-$6K	–	1295
2024 Q1	$6K	Buy	+168	New	+$5.24K	﹤0.01%	918
2023 Q1	–	Sell	-34	Closed	-$1K	–	1216
2022 Q4	$1K	Buy	+34	New	+$1.16K	﹤0.01%	1054

Other funds holding XLU

Bank of America

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return