Lindbrook Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lindbrook Capital’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 Q1	$197K	Buy	+5,000	New	+$195K	0.02%	416
2024 Q4	–	Sell	-160	Closed	-$6.46K	–	2921
2024 Q3	$6.46K	Hold	160	–	–	﹤0.01%	1900
2024 Q2	$5.45K	Hold	160	–	–	﹤0.01%	1953
2024 Q1	$5.25K	Hold	160	–	–	﹤0.01%	1876
2023 Q4	$5.07K	Hold	160	–	–	﹤0.01%	1880
2023 Q3	$4.71K	Hold	160	–	–	﹤0.01%	1791
2023 Q2	$5.24K	Hold	160	–	–	﹤0.01%	1780
2023 Q1	$5.42K	Buy	+160	New	+$5.42K	﹤0.01%	1821

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Lindbrook Capital's XLU Position: Q1 2025 in Review

Lindbrook Capital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025: 5,000 shares worth $197K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in XLU as recently as Q3 2024.

Lindbrook Capital first reported a position in XLU in Q1 2023 and has held it in 8 quarters since. 1,355 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Lindbrook Capital held 5,000 shares of State Street Utilities Select Sector SPDR ETF worth $197K as of Q1 2025.
State Street Utilities Select Sector SPDR ETF was a new Lindbrook Capital position in Q1 2025.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #416 holding.
Lindbrook Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 8 quarters since.
1,355 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.