Moloney Securities Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moloney Securities Asset 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 Q3	$1.52M	Buy	34,856 +20,226	+138%	+$856K	0.18%	137
2025 Q2	$597K	Buy	14,630 +5,834	+66%	+$232K	0.07%	243
2025 Q1	$347K	Sell	8,796 -10,828	-55%	-$423K	0.05%	327
2024 Q4	$743K	Buy	19,624 +336	+2%	+$13.3K	0.1%	214
2024 Q3	$779K	Sell	19,288 -3,000	-13%	-$111K	0.1%	220
2024 Q2	$759K	Buy	22,288 +490	+2%	+$16.8K	0.11%	207
2024 Q1	$716K	Buy	21,798 +430	+2%	+$13.4K	0.11%	213
2023 Q4	$677K	Buy	21,368 +4,194	+24%	+$128K	0.11%	210
2023 Q3	$506K	Sell	17,174 -2,582	-13%	-$83.2K	0.09%	228
2023 Q2	$646K	Buy	19,756 +6	+0%	+$202	0.11%	214
2023 Q1	$668K	Sell	19,750 -278	-1%	-$9.42K	0.12%	198
2022 Q4	$706K	Sell	20,028 -298	-1%	-$10.1K	0.16%	177
2022 Q3	$666K	Sell	20,326 -550	-3%	-$20.2K	0.16%	173
2022 Q2	$732K	Buy	20,876 +10,826	+108%	+$392K	0.17%	163
2022 Q1	$374K	Buy	10,050 +2,472	+33%	+$85.7K	0.07%	258
2021 Q4	$271K	Sell	7,578 -132	-2%	-$4.45K	0.05%	345
2021 Q3	$246K	Buy	+7,710	New	+$258K	0.04%	359
2020 Q2	–	Sell	-8,842	Closed	-$245K	–	332
2020 Q1	$245K	Sell	8,842 -356	-4%	-$11.4K	0.09%	219
2019 Q4	$297K	Sell	9,198 -4,980	-35%	-$158K	0.09%	255
2019 Q3	$459K	Sell	14,178 -2,014	-12%	-$62.1K	0.15%	165
2019 Q2	$483K	Sell	16,192 -140	-0.9%	-$4.11K	0.16%	156
2019 Q1	$475K	Sell	16,332 -1,624	-9%	-$45.2K	0.16%	162
2018 Q4	$475K	Buy	17,956 +4,960	+38%	+$135K	0.19%	145
2018 Q3	$342K	Buy	12,996 +786	+6%	+$20.9K	0.12%	193
2018 Q2	$317K	Buy	12,210 +2,502	+26%	+$62.9K	0.12%	201
2018 Q1	$245K	Buy	9,708 +1,546	+19%	+$38.6K	0.1%	239
2017 Q4	$215K	Sell	8,162 -590	-7%	-$16.2K	0.09%	231
2017 Q3	$232K	Buy	+8,752	New	+$235K	0.1%	225

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Moloney Securities Asset Management's XLU Position: Q3 2025 in Review

Moloney Securities Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 138% in Q3 2025, buying an estimated $856K and bringing the position to 34,856 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #137.

Moloney Securities Asset Management first reported a position in XLU in Q3 2017 and has held it in 28 quarters since. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Moloney Securities Asset Management held 34,856 shares of State Street Utilities Select Sector SPDR ETF worth $1.52M as of Q3 2025.
Moloney Securities Asset Management bought 20,226 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $856K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Moloney Securities Asset Management's portfolio in Q3 2025, its #137 holding.
Moloney Securities Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2017 and has held it in 28 quarters since.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.