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

MGB Wealth 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 Q4	$98.4K	Buy	2,304 +4	+0.2%	+$177	0.03%	246
2025 Q3	$100K	Buy	2,300 +300	+15%	+$12.7K	0.03%	250
2025 Q2	$81.7K	Hold	2,000	–	–	0.03%	250
2025 Q1	$78.8K	Buy	2,000 +1,200	+150%	+$46.9K	0.03%	238
2024 Q4	$30.3K	Hold	800	–	–	0.01%	250
2024 Q3	$32.3K	Buy	800 +600	+300%	+$22.3K	0.01%	242
2024 Q2	$7.13K	Hold	200	–	–	﹤0.01%	265
2024 Q1	$6.57K	Buy	200 +100	+100%	+$3.12K	﹤0.01%	254
2023 Q4	$3.17K	Buy	+100	New	+$3.06K	﹤0.01%	254

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

MGB Wealth Management's XLU Position: Q4 2025 in Review

MGB Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.17% in Q4 2025, buying an estimated $177 and bringing the position to 2,304 shares worth $98.4K. The position accounts for 0.03% of the portfolio, ranked #246.

MGB Wealth Management first reported a position in XLU in Q4 2023 and has held it in 9 quarters since. The position peaked at $100K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

MGB Wealth Management held 2,304 shares of State Street Utilities Select Sector SPDR ETF worth $98.4K as of Q4 2025.
MGB Wealth Management bought 4 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $177.
State Street Utilities Select Sector SPDR ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #246 holding.
MGB Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $100K in Q3 2025.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.