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Matthew Hamilton Rosenberg’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Matthew Hamilton Rosenberg’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
Q1 		$15K Hold
326
– – ﹤0.01% 572
2025
Q4 		$13.9K Hold
326
– – ﹤0.01% 588
2025
Q3 		$14.2K Hold
326
– – ﹤0.01% 592
2025
Q2 		$13.3K Hold
326
– – ﹤0.01% 621
2025
Q1 		$12.9K Buy
+326
New +$12.7K ﹤0.01% 596
2023
Q3 		– Sell
-108
Closed -$3.53K – 971
2023
Q2 		$3.53K Hold
108
– – ﹤0.01% 720
2023
Q1 		$3.65K Hold
108
– – ﹤0.01% 752
2022
Q4 		$3.81K Hold
108
– – ﹤0.01% 739
2022
Q3 		$4K Buy
+108
New +$3.96K ﹤0.01% 738

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 $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return