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

Marks Wealth’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 Q2	–	Sell	-138,990	Closed	-$5.48M	–	28
2025 Q1	$5.48M	Buy	+138,990	New	+$5.43M	2.01%	7
2024 Q4	–	Sell	-364,516	Closed	-$14.7M	–	29
2024 Q3	$14.7M	Buy	+364,516	New	+$13.5M	6.32%	7

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MMH

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marks Wealth's XLU Position: Q2 2025 in Review

Marks Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 138,990 shares — an estimated $5.48M sold.

Marks Wealth first reported a position in XLU in Q3 2024 and held it in 2 quarters. The position peaked at $14.7M in Q3 2024. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Marks Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Marks Wealth sold 138,990 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $5.48M.
Marks Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
Marks Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $14.7M in Q3 2024.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Marks Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.