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Litman Gregory Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Litman Gregory Wealth Management’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 		$2.13K Buy
+50
New +$2.21K ﹤0.01% 300

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Litman Gregory Wealth Management's XLU Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025: 50 shares worth $2.13K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings.

1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Litman Gregory Wealth Management held 50 shares of State Street Utilities Select Sector SPDR ETF worth $2.13K as of Q4 2025.
  • State Street Utilities Select Sector SPDR ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #300 holding.
  • 1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.