LPWM LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

LPWM LLC’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 Q3	$231K	Buy	+5,867	New	+$255K	0.05%	95

Other funds holding XLU

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPWM LLC's XLU Position: Q3 2026 in Review

LPWM LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 5,867 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #95 among its holdings.

742 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

LPWM LLC held 5,867 shares of State Street Utilities Select Sector SPDR ETF worth $231K as of Q3 2026.
State Street Utilities Select Sector SPDR ETF was a new LPWM LLC position in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.05% of LPWM LLC's portfolio in Q3 2026, its #95 holding.
742 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.