Main Street Financial Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Main Street Financial Solutions’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	$346K	Sell	8,102 -528	-6%	-$23.4K	0.03%	399
2025 Q3	$376K	Sell	8,630 -2,878	-25%	-$122K	0.02%	448
2025 Q2	$470K	Buy	11,508 +4,470	+64%	+$178K	0.03%	368
2025 Q1	$278K	Sell	7,038 -90	-1%	-$3.52K	0.02%	421
2024 Q4	$270K	Buy	7,128 +60	+0.8%	+$2.38K	0.03%	406
2024 Q3	$285K	Buy	+7,068	New	+$262K	0.03%	435
2023 Q3	–	Sell	-7,442	Closed	-$244K	–	491
2023 Q2	$244K	Sell	7,442 -754	-9%	-$25.4K	0.03%	393
2023 Q1	$277K	Sell	8,196 -338	-4%	-$11.5K	0.04%	364
2022 Q4	$301K	Sell	8,534 -2,090	-20%	-$71.1K	0.05%	328
2022 Q3	$348K	Sell	10,624 -3,010	-22%	-$110K	0.06%	297
2022 Q2	$478K	Buy	13,634 +4,768	+54%	+$173K	0.06%	253
2022 Q1	$330K	Sell	8,866 -3,398	-28%	-$118K	0.05%	341
2021 Q4	$439K	Buy	12,264 +2,826	+30%	+$95.3K	0.06%	299
2021 Q3	$301K	Buy	+9,438	New	+$315K	0.05%	363
2021 Q2	–	Sell	-7,354	Closed	-$235K	–	458
2021 Q1	$235K	Sell	7,354 -94	-1%	-$2.92K	0.04%	379
2020 Q4	$233K	Buy	+7,448	New	+$236K	0.05%	343

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Main Street Financial Solutions's XLU Position: Q4 2025 in Review

Main Street Financial Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.1% in Q4 2025, selling an estimated $23.4K and leaving 8,102 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #399.

Main Street Financial Solutions first reported a position in XLU in Q4 2020 and has held it in 16 quarters since. The position peaked at $478K in Q2 2022. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Main Street Financial Solutions held 8,102 shares of State Street Utilities Select Sector SPDR ETF worth $346K as of Q4 2025.
Main Street Financial Solutions sold 528 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $23.4K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Main Street Financial Solutions's portfolio in Q4 2025, its #399 holding.
Main Street Financial Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Main Street Financial Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $478K in Q2 2022.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.