McCarter Private Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McCarter Private Wealth Services’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	$475K	Hold	10,350	–	–	0.21%	98
2025 Q4	$442K	Hold	10,350	–	–	0.2%	98
2025 Q3	$451K	Buy	+10,350	New	+$438K	0.23%	85

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

McCarter Private Wealth Services's XLU Position: Q1 2026 in Review

McCarter Private Wealth Services held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 10,350 shares worth $475K. The position accounts for 0.21% of the portfolio, ranked #98.

McCarter Private Wealth Services first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

McCarter Private Wealth Services held 10,350 shares of State Street Utilities Select Sector SPDR ETF worth $475K as of Q1 2026.
McCarter Private Wealth Services left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.21% of McCarter Private Wealth Services's portfolio in Q1 2026, its #98 holding.
McCarter Private Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.