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

Keebeck 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
2026 Q1	$573K	Hold	12,492	–	–	0.06%	215
2025 Q4	$533K	Hold	12,492	–	–	0.06%	210
2025 Q3	$545K	Sell	12,492 -658	-5%	-$27.8K	0.06%	200
2025 Q2	$537K	Buy	13,150 +658	+5%	+$26.2K	0.07%	194
2025 Q1	$492K	Sell	12,492 -2,784	-18%	-$109K	0.07%	166
2024 Q4	$578K	Hold	15,276	–	–	0.08%	157
2024 Q3	$617K	Sell	15,276 -242	-2%	-$8.98K	0.09%	154
2024 Q2	$529K	Sell	15,518 -2,664	-15%	-$91.5K	0.08%	171
2024 Q1	$597K	Sell	18,182 -410	-2%	-$12.8K	0.09%	171
2023 Q4	$589K	Sell	18,592 -3,500	-16%	-$107K	0.1%	163
2023 Q3	$651K	Hold	22,092	–	–	0.11%	147
2023 Q2	$723K	Hold	22,092	–	–	0.1%	147
2023 Q1	$748K	Hold	22,092	–	–	0.12%	131
2022 Q4	$779K	Buy	22,092 +624	+3%	+$21.2K	0.14%	122
2022 Q3	$703K	Sell	21,468 -6,180	-22%	-$226K	0.14%	122
2022 Q2	$969K	Buy	27,648 +6,610	+31%	+$239K	0.19%	116
2022 Q1	$783K	Sell	21,038 -1,286	-6%	-$44.6K	0.13%	128
2021 Q4	$799K	Buy	22,324 +882	+4%	+$29.8K	0.14%	118
2021 Q3	$685K	Buy	21,442 +774	+4%	+$25.9K	0.14%	123
2021 Q2	$653K	Buy	20,668 +1,788	+9%	+$58.5K	0.09%	144
2021 Q1	$605K	Hold	18,880	–	–	0.09%	146
2020 Q4	$592K	Sell	18,880 -288	-2%	-$9.11K	0.1%	139
2020 Q3	$569K	Buy	19,168 +446	+2%	+$13.2K	0.12%	124
2020 Q2	$528K	Sell	18,722 -476	-2%	-$13.7K	0.17%	113
2020 Q1	$531K	Sell	19,198 -2,858	-13%	-$91.4K	0.22%	90
2019 Q4	$712K	Buy	+22,056	New	+$701K	0.23%	78

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Keebeck Wealth Management's XLU Position: Q1 2026 in Review

Keebeck Wealth Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 12,492 shares worth $573K. The position accounts for 0.06% of the portfolio, ranked #215.

Keebeck Wealth Management first reported a position in XLU in Q4 2019 and has held it in 26 quarters since. The position peaked at $969K in Q2 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Keebeck Wealth Management held 12,492 shares of State Street Utilities Select Sector SPDR ETF worth $573K as of Q1 2026.
Keebeck Wealth Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #215 holding.
Keebeck Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Keebeck Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $969K in Q2 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.