Leuthold Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Leuthold Group’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	-55,052	Closed	-$2.25M	–	236
2025 Q2	$2.25M	Buy	55,052 +24,488	+80%	+$976K	0.27%	124
2025 Q1	$1.2M	Buy	+30,564	New	+$1.19M	0.16%	141

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Leuthold Group's XLU Position: Q3 2025 in Review

Leuthold Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 55,052 shares — an estimated $2.25M sold.

Leuthold Group first reported a position in XLU in Q1 2025 and held it in 2 quarters. The position peaked at $2.25M in Q2 2025. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Leuthold Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Leuthold Group sold 55,052 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $2.25M.
Leuthold Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
Leuthold Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.25M in Q2 2025.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Leuthold Group's 13F filing for Q3 2025, filed 6 Nov 2025.