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

International Private 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	-6,802	Closed	-$297K	–	172
2025 Q3	$297K	Sell	6,802 -188	-3%	-$7.95K	0.19%	125
2025 Q2	$285K	Buy	+6,990	New	+$279K	0.24%	124

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

International Private Wealth Advisors's XLU Position: Q4 2025 in Review

International Private Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 6,802 shares — an estimated $297K sold.

International Private Wealth Advisors first reported a position in XLU in Q2 2025 and held it in 2 quarters. The position peaked at $297K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

International Private Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
International Private Wealth Advisors sold 6,802 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $297K.
International Private Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
International Private Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $297K in Q3 2025.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on International Private Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.