M1FG
XLU icon

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
2021
Q3 		– Sell
-34
Closed -$1K – 137
2021
Q2 		$1K Buy
+34
New +$1.11K ﹤0.01% 136

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $18.7M in Q1 2023. 1,525 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 $18.7M in Q1 2023.
  • 1,525 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.