Iron Horse Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Iron Horse Wealth Management’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 Q2	$44.5K	Sell	1,090 -66	-6%	-$2.63K	0.01%	145
2025 Q1	$45.6K	Buy	1,156 +66	+6%	+$2.58K	0.01%	133
2024 Q4	$41.3K	Hold	1,090	–	–	0.01%	129
2024 Q3	$44K	Buy	1,090 +200	+22%	+$7.42K	0.02%	121
2024 Q2	$30.3K	Buy	890 +800	+889%	+$27.5K	0.01%	135
2024 Q1	$2.95K	Hold	90	–	–	﹤0.01%	304
2023 Q4	$2.85K	Hold	90	–	–	﹤0.01%	321
2023 Q3	$2.65K	Hold	90	–	–	﹤0.01%	327
2023 Q2	$2.94K	Hold	90	–	–	﹤0.01%	206
2023 Q1	$3.05K	Hold	90	–	–	﹤0.01%	228
2022 Q4	$3K	Buy	+90	New	+$3.06K	﹤0.01%	188
2022 Q3	–	Sell	-90	Closed	-$3K	–	303
2022 Q2	$3K	Hold	90	–	–	﹤0.01%	186
2022 Q1	$3K	Hold	90	–	–	﹤0.01%	189
2021 Q4	$3K	Hold	90	–	–	﹤0.01%	169
2021 Q3	$3K	Hold	90	–	–	﹤0.01%	151
2021 Q2	$3K	Hold	90	–	–	﹤0.01%	154
2021 Q1	$3K	Hold	90	–	–	﹤0.01%	144
2020 Q4	$3K	Buy	+90	New	+$2.85K	﹤0.01%	143

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Horse Wealth Management's XLU Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.7% in Q2 2025, selling an estimated $2.63K and leaving 1,090 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #145.

Iron Horse Wealth Management first reported a position in XLU in Q4 2020 and has held it in 18 quarters since. The position peaked at $45.6K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Iron Horse Wealth Management held 1,090 shares of State Street Utilities Select Sector SPDR ETF worth $44.5K as of Q2 2025.
Iron Horse Wealth Management sold 66 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $2.63K.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #145 holding.
Iron Horse Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $45.6K in Q1 2025.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.