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

Lowe Wealth 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 Q3	$75.4K	Sell	1,730 -100	-5%	-$4.23K	0.03%	120
2025 Q2	$74.7K	Hold	1,830	–	–	0.03%	112
2025 Q1	$72.1K	Sell	1,830 -40	-2%	-$1.56K	0.03%	107
2024 Q4	$70.8K	Sell	1,870 -350	-16%	-$13.9K	0.03%	109
2024 Q3	$89.7K	Sell	2,220 -1,250	-36%	-$46.4K	0.04%	84
2024 Q2	$118K	Sell	3,470 -4,610	-57%	-$158K	0.05%	65
2024 Q1	$265K	Sell	8,080 -570	-7%	-$17.8K	0.12%	42
2023 Q4	$274K	Sell	8,650 -200	-2%	-$6.12K	0.14%	41
2023 Q3	$261K	Sell	8,850 -1,030	-10%	-$33.2K	0.14%	42
2023 Q2	$323K	Sell	9,880 -4,510	-31%	-$152K	0.16%	41
2023 Q1	$487K	Buy	14,390 +1,460	+11%	+$49.5K	0.26%	30
2022 Q4	$456K	Sell	12,930 -1,400	-10%	-$47.6K	0.25%	32
2022 Q3	$469K	Sell	14,330 -2,500	-15%	-$91.6K	0.28%	29
2022 Q2	$590K	Buy	16,830 +1,194	+8%	+$43.2K	0.32%	28
2022 Q1	$582K	Buy	15,636 +200	+1%	+$6.93K	0.26%	28
2021 Q4	$552K	Sell	15,436 -2,200	-12%	-$74.2K	0.24%	28
2021 Q3	$563K	Sell	17,636 -100	-0.6%	-$3.34K	0.27%	27
2021 Q2	$561K	Buy	17,736 +10,290	+138%	+$337K	0.27%	25
2021 Q1	$238K	Buy	7,446 +2,950	+66%	+$91.5K	0.12%	34
2020 Q4	$141K	Buy	4,496 +1,076	+31%	+$34K	0.07%	43
2020 Q3	$102K	Buy	3,420 +1,420	+71%	+$42.1K	0.06%	47
2020 Q2	$56K	Buy	+2,000	New	+$57.7K	0.03%	67
2020 Q1	–	Sell	-334	Closed	-$11K	–	349
2019 Q4	$11K	Buy	+334	New	+$10.6K	0.01%	161

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

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

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

MMH

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

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

Lowe Wealth Advisors's XLU Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.5% in Q3 2025, selling an estimated $4.23K and leaving 1,730 shares worth $75.4K. The position accounts for 0.03% of the portfolio, ranked #120.

Lowe Wealth Advisors first reported a position in XLU in Q4 2019 and has held it in 23 quarters since. The position peaked at $590K in Q2 2022. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Lowe Wealth Advisors held 1,730 shares of State Street Utilities Select Sector SPDR ETF worth $75.4K as of Q3 2025.
Lowe Wealth Advisors sold 100 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $4.23K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #120 holding.
Lowe Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Lowe Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $590K in Q2 2022.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.