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

Lifeworks 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
2026 Q1	–	Sell	-5,884	Closed	-$251K	–	349
2025 Q4	$251K	Buy	5,884 +152	+3%	+$6.73K	0.03%	289
2025 Q3	$250K	Buy	5,732 +154	+3%	+$6.51K	0.03%	288
2025 Q2	$228K	Buy	5,578 +306	+6%	+$12.2K	0.03%	291
2025 Q1	$208K	Sell	5,272 -16	-0.3%	-$625	0.03%	297
2024 Q4	$200K	Buy	+5,288	New	+$210K	0.04%	299

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lifeworks Advisors's XLU Position: Q1 2026 in Review

Lifeworks Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 5,884 shares — an estimated $251K sold.

Lifeworks Advisors first reported a position in XLU in Q4 2024 and held it in 5 quarters. The position peaked at $251K in Q4 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Lifeworks Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 5,884 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $251K.
Lifeworks Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Lifeworks Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $251K in Q4 2025.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.