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

LGT Financial Advisors’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	-4,360	Closed	-$190K	–	390
2025 Q3	$190K	Sell	4,360 -370	-8%	-$15.7K	0.41%	48
2025 Q2	$193K	Buy	4,730 +528	+13%	+$21K	0.49%	43
2025 Q1	$166K	Buy	4,202 +30	+0.7%	+$1.17K	0.51%	39
2024 Q4	$158K	Buy	4,172 +34	+0.8%	+$1.35K	0.35%	53
2024 Q3	$167K	Buy	4,138 +28	+0.7%	+$1.04K	0.41%	45
2024 Q2	$140K	Sell	4,110 -830	-17%	-$28.5K	0.3%	61
2024 Q1	$162K	Buy	4,940 +40	+0.8%	+$1.25K	0.19%	126
2023 Q4	$155K	Sell	4,900 -1,414	-22%	-$43.2K	0.19%	122
2023 Q3	$186K	Sell	6,314 -1,070	-14%	-$34.5K	0.24%	87
2023 Q2	$242K	Buy	+7,384	New	+$249K	0.26%	97
2023 Q1	–	Sell	-6,202	Closed	-$219K	–	208
2022 Q4	$219K	Buy	+6,202	New	+$211K	0.26%	91

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

LGT Financial Advisors's XLU Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 4,360 shares — an estimated $190K sold.

LGT Financial Advisors first reported a position in XLU in Q4 2022 and held it in 11 quarters. The position peaked at $242K in Q2 2023. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

LGT Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 4,360 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $190K.
LGT Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $242K in Q2 2023.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.