Koesten Hirschmann & Crabtree’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Koesten Hirschmann & Crabtree’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	-140	Closed	-$6.11K	–	242
2025 Q3	$6.11K	Hold	140	–	–	﹤0.01%	161
2025 Q2	$5.72K	Buy	+140	New	+$5.58K	﹤0.01%	169
2024 Q3	–	Sell	-1,040	Closed	-$34.1K	–	241
2024 Q2	$34.1K	Hold	1,040	–	–	0.02%	103
2024 Q1	$34.1K	Buy	+1,040	New	+$32.5K	0.02%	103

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Koesten Hirschmann & Crabtree's XLU Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 140 shares — an estimated $6.11K sold.

Koesten Hirschmann & Crabtree first reported a position in XLU in Q1 2024 and held it in 4 quarters. The position peaked at $34.1K in Q2 2024. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 140 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $6.11K.
Koesten Hirschmann & Crabtree first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 4 quarters.
Koesten Hirschmann & Crabtree's State Street Utilities Select Sector SPDR ETF position peaked at $34.1K in Q2 2024.
1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.