Kapitalo Investimentos’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kapitalo Investimentos’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 Q1	–	Sell	-6,818	Closed	-$258K	–	327
2024 Q4	$258K	Buy	+6,818	New	+$271K	0.17%	60
2023 Q4	–	Sell	-4,050	Closed	-$119K	–	736
2023 Q3	$119K	Buy	+4,050	New	+$131K	0.02%	379
2023 Q1	–	Sell	-13,722	Closed	-$484K	–	512
2022 Q4	$484K	Buy	+13,722	New	+$467K	0.36%	26

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MMH

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

Kapitalo Investimentos's XLU Position: Q1 2025 in Review

Kapitalo Investimentos sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 6,818 shares — an estimated $258K sold.

Kapitalo Investimentos first reported a position in XLU in Q4 2022 and held it in 3 quarters. The position peaked at $484K in Q4 2022. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Kapitalo Investimentos reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 6,818 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $258K.
Kapitalo Investimentos first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
Kapitalo Investimentos's State Street Utilities Select Sector SPDR ETF position peaked at $484K in Q4 2022.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.