Latitude Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,700
Closed -$205K 237
2025
Q3
$205K Buy
+4,700
New +$199K 0.09% 213
2024
Q4
Sell
-9,700
Closed -$392K 204
2024
Q3
$392K Buy
+9,700
New +$360K 0.22% 108
2023
Q1
Sell
-6,824
Closed -$241K 181
2022
Q4
$241K Buy
+6,824
New +$232K 0.18% 133
2022
Q2
Sell
-14,118
Closed -$526K 327
2022
Q1
$526K Buy
+14,118
New +$489K 0.12% 172

Other funds holding XLU

Latitude Advisors's XLU Position: Q4 2025 in Review

Latitude Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 4,700 shares — an estimated $205K sold.

Latitude Advisors first reported a position in XLU in Q1 2022 and held it in 4 quarters. The position peaked at $526K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Latitude Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Latitude Advisors sold 4,700 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $205K.
  • Latitude Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
  • Latitude Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $526K in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Latitude Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.