Measured Wealth Private Client Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Measured Wealth Private Client Group’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	$6.15M	Sell	134,064 -7,693	-5%	-$345K	1.68%	12
2025 Q4	$6.05M	Buy	141,757 +57,399	+68%	+$2.54M	1.6%	13
2025 Q3	$3.68M	Sell	84,358 -20,126	-19%	-$851K	0.99%	23
2025 Q2	$4.27M	Buy	104,484 +12,696	+14%	+$506K	1.28%	17
2025 Q1	$3.62M	Sell	91,788 -17,158	-16%	-$670K	1.16%	19
2024 Q4	$4.12M	Buy	108,946 +11,460	+12%	+$455K	1.33%	17
2024 Q3	$3.94M	Buy	97,486 +47,028	+93%	+$1.74M	1.32%	16
2024 Q2	$1.72M	Buy	50,458 +17,984	+55%	+$618K	0.6%	23
2024 Q1	$1.07M	Buy	+32,474	New	+$1.01M	0.37%	34
2023 Q3	–	Sell	-13,970	Closed	-$457K	–	188
2023 Q2	$457K	Sell	13,970 -4,050	-22%	-$136K	0.17%	97
2023 Q1	$610K	Sell	18,020 -6,460	-26%	-$219K	0.23%	59
2022 Q4	$863K	Sell	24,480 -104,218	-81%	-$3.54M	0.36%	39
2022 Q3	$4.22M	Buy	128,698 +19,022	+17%	+$697K	1.86%	12
2022 Q2	$3.85M	Buy	109,676 +11,580	+12%	+$419K	1.7%	9
2022 Q1	$3.65M	Buy	98,096 +14,952	+18%	+$518K	1.34%	13
2021 Q4	$2.98M	Buy	83,144 +4,428	+6%	+$149K	1.05%	17
2021 Q3	$2.51M	Buy	+78,716	New	+$2.63M	0.97%	18
2019 Q2	–	Sell	-14,634	Closed	-$426K	–	223
2019 Q1	$426K	Buy	14,634 +2,600	+22%	+$72.3K	0.26%	78
2018 Q4	$318K	Sell	12,034 -490	-4%	-$13.3K	0.29%	55
2018 Q3	$330K	Buy	12,524 +600	+5%	+$15.9K	0.2%	97
2018 Q2	$309K	Buy	+11,924	New	+$300K	0.25%	92

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

Measured Wealth Private Client Group's XLU Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.4% in Q1 2026, selling an estimated $345K and leaving 134,064 shares worth $6.15M. The position accounts for 1.68% of the portfolio, ranked #12.

Measured Wealth Private Client Group first reported a position in XLU in Q2 2018 and has held it in 21 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Measured Wealth Private Client Group held 134,064 shares of State Street Utilities Select Sector SPDR ETF worth $6.15M as of Q1 2026.
Measured Wealth Private Client Group sold 7,693 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $345K.
State Street Utilities Select Sector SPDR ETF made up 1.68% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #12 holding.
Measured Wealth Private Client Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 21 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.