IMA Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MMH
IMA Advisory Services's XLU Position: Q3 2025 in Review
IMA Advisory Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 3,254 shares — an estimated $133K sold.
IMA Advisory Services first reported a position in XLU in Q2 2018 and held it in 4 quarters. The position peaked at $133K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.
- IMA Advisory Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
- IMA Advisory Services sold 3,254 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $133K.
- IMA Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and held it in 4 quarters.
- IMA Advisory Services's State Street Utilities Select Sector SPDR ETF position peaked at $133K in Q2 2025.
- 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.
Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.