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

Integrity Financial’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
-1,374
Closed -$59.9K – 314
2025
Q3 		$59.9K Sell
1,374
-44
-3% -$1.86K 0.03% 194
2025
Q2 		$57.9K Hold
1,418
– – 0.03% 190
2025
Q1 		$55.9K Buy
1,418
+20
+1% +$781 0.03% 173
2024
Q4 		$52.9K Buy
1,398
+36
+3% +$1.43K 0.03% 168
2024
Q3 		$55K Buy
1,362
+44
+3% +$1.63K 0.03% 155
2024
Q2 		$44.9K Hold
1,318
– – 0.03% 158
2024
Q1 		$43.3K Hold
1,318
– – 0.03% 155
2023
Q4 		$41.7K Hold
1,318
– – 0.03% 146
2023
Q3 		$38.8K Sell
1,318
-524
-28% -$16.9K 0.03% 149
2023
Q2 		$60.3K Sell
1,842
-222
-11% -$7.47K 0.04% 131
2023
Q1 		$69.9K Sell
2,064
-58
-3% -$1.97K 0.06% 131
2022
Q4 		$74.8K Buy
2,122
+178
+9% +$6.05K 0.07% 119
2022
Q3 		$64K Buy
1,944
+236
+14% +$8.65K 0.07% 113
2022
Q2 		$60K Buy
1,708
+1,226
+254% +$44.4K 0.06% 117
2022
Q1 		$18K Buy
+482
New +$16.7K 0.01% 140

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrity Financial's XLU Position: Q4 2025 in Review

Integrity Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 1,374 shares — an estimated $59.9K sold.

Integrity Financial first reported a position in XLU in Q1 2022 and held it in 15 quarters. The position peaked at $74.8K in Q4 2022. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Integrity Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Financial sold 1,374 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $59.9K.
  • Integrity Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 15 quarters.
  • Integrity Financial's State Street Utilities Select Sector SPDR ETF position peaked at $74.8K in Q4 2022.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Integrity Financial's 13F filing for Q4 2025, filed 13 Feb 2026.