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McElhenny Sheffield Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-559,782
Closed -$21.2M – 121
2024
Q4 		$21.2M Buy
559,782
+4,472
+0.8% +$177K 7.1% 5
2024
Q3 		$22.4M Buy
+555,310
New +$20.6M 7.36% 5

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

McElhenny Sheffield Capital Management's XLU Position: Q1 2025 in Review

McElhenny Sheffield Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 559,782 shares — an estimated $21.2M sold.

McElhenny Sheffield Capital Management first reported a position in XLU in Q3 2024 and held it in 2 quarters. The position peaked at $22.4M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

  • McElhenny Sheffield Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 559,782 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $21.2M.
  • McElhenny Sheffield Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $22.4M in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2025, filed 16 Apr 2025.