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

KWB Wealth’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
Q3 		– Sell
-6,552
Closed -$258K – 162
2025
Q2 		$258K Sell
6,552
-3,562
-35% -$142K 0.03% 134
2025
Q1 		$383K Sell
10,114
-2,730
-21% -$107K 0.05% 111
2024
Q4 		$519K Buy
+12,844
New +$510K 0.06% 83

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KWB Wealth's XLU Position: Q3 2025 in Review

KWB Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 6,552 shares — an estimated $258K sold.

KWB Wealth first reported a position in XLU in Q4 2024 and held it in 3 quarters. The position peaked at $519K in Q4 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • KWB Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • KWB Wealth sold 6,552 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $258K.
  • KWB Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • KWB Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $519K in Q4 2024.
  • 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on KWB Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.