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

Lokken Investment 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
Q1 		– Sell
-22,386
Closed -$847K – 149
2024
Q4 		$847K Sell
22,386
-2,382
-10% -$94.5K 0.37% 68
2024
Q3 		$1M Buy
24,768
+536
+2% +$19.9K 0.42% 63
2024
Q2 		$826K Buy
24,232
+2,032
+9% +$69.8K 0.39% 66
2024
Q1 		$729K Buy
22,200
+196
+0.9% +$6.12K 0.36% 67
2023
Q4 		$697K Sell
22,004
-702
-3% -$21.5K 0.39% 65
2023
Q3 		$669K Buy
22,706
+4,136
+22% +$133K 0.44% 52
2023
Q2 		$608K Buy
18,570
+2,118
+13% +$71.3K 0.4% 62
2023
Q1 		$557K Sell
16,452
-25,314
-61% -$858K 0.42% 56
2022
Q4 		$1.47M Buy
41,766
+1,760
+4% +$59.8K 1.16% 23
2022
Q3 		$1.31M Buy
40,006
+1,406
+4% +$51.5K 1.13% 24
2022
Q2 		$1.35M Buy
+38,600
New +$1.4M 1.1% 24

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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

Lokken Investment Group's XLU Position: Q1 2025 in Review

Lokken Investment Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 22,386 shares — an estimated $847K sold.

Lokken Investment Group first reported a position in XLU in Q2 2022 and held it in 11 quarters. The position peaked at $1.47M in Q4 2022. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

  • Lokken Investment Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 22,386 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $847K.
  • Lokken Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 11 quarters.
  • Lokken Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.47M in Q4 2022.
  • 1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.