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Heartwood Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-1,116
Closed -$48.7K – 614
2025
Q3 		$48.7K Buy
+1,116
New +$47.2K ﹤0.01% 305

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heartwood Wealth Advisors's XLU Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 1,116 shares — an estimated $48.7K sold.

Heartwood Wealth Advisors first reported a position in XLU in Q3 2025 and held it in 1 quarter. The position peaked at $48.7K in Q3 2025. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,116 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $48.7K.
  • Heartwood Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $48.7K in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.