Mach-1 Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mach-1 Financial 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 Q4	–	Sell	-13,800	Closed	-$602K	–	465
2025 Q3	$602K	Buy	+13,800	New	+$584K	0.1%	105
2023 Q2	–	Sell	-552	Closed	-$18.7K	–	358
2023 Q1	$18.7K	Buy	+552	New	+$18.7K	0.12%	96
2022 Q4	–	Sell	-552	Closed	-$18K	–	479
2022 Q3	$18K	Hold	552	–	–	0.02%	174
2022 Q2	$19K	Buy	+552	New	+$20K	0.01%	186

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mach-1 Financial Group's XLU Position: Q4 2025 in Review

Mach-1 Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 13,800 shares — an estimated $602K sold.

Mach-1 Financial Group first reported a position in XLU in Q2 2022 and held it in 4 quarters. The position peaked at $602K in Q3 2025. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Mach-1 Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 13,800 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $602K.
Mach-1 Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $602K in Q3 2025.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.