Monetary Management Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Monetary Management 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	$936K	Buy	20,404 +800	+4%	+$35.9K	0.22%	95
2025 Q4	$837K	Buy	19,604 +1,400	+8%	+$62K	0.19%	106
2025 Q3	$794K	Sell	18,204 -60	-0.3%	-$2.54K	0.18%	105
2025 Q2	$746K	Buy	18,264 +924	+5%	+$36.8K	0.18%	111
2025 Q1	$684K	Sell	17,340 -600	-3%	-$23.4K	0.18%	115
2024 Q4	$679K	Hold	17,940	–	–	0.18%	108
2024 Q3	$725K	Hold	17,940	–	–	0.19%	111
2024 Q2	$611K	Buy	17,940 +900	+5%	+$30.9K	0.16%	121
2024 Q1	$559K	Buy	17,040 +1,600	+10%	+$49.9K	0.16%	127
2023 Q4	$489K	Hold	15,440	–	–	0.15%	128
2023 Q3	$455K	Sell	15,440 -600	-4%	-$19.3K	0.15%	133
2023 Q2	$525K	Hold	16,040	–	–	0.16%	128
2023 Q1	$543K	Buy	16,040 +2,400	+18%	+$81.3K	0.16%	127
2022 Q4	$481K	Hold	13,640	–	–	0.15%	131
2022 Q3	$447K	Hold	13,640	–	–	0.15%	129
2022 Q2	$478K	Hold	13,640	–	–	0.15%	118
2022 Q1	$508K	Hold	13,640	–	–	0.13%	125
2021 Q4	$488K	Buy	13,640 +750	+6%	+$25.3K	0.12%	127
2021 Q3	$412K	Sell	12,890 -400	-3%	-$13.4K	0.11%	138
2021 Q2	$420K	Sell	13,290 -200	-1%	-$6.55K	0.13%	132
2021 Q1	$432K	Sell	13,490 -3,600	-21%	-$112K	0.14%	125
2020 Q4	$536K	Hold	17,090	–	–	0.18%	103
2020 Q3	$507K	Buy	17,090 +600	+4%	+$17.8K	0.18%	105
2020 Q2	$465K	Hold	16,490	–	–	0.18%	103
2020 Q1	$457K	Buy	16,490 +4,850	+42%	+$155K	0.2%	99
2019 Q4	$376K	Buy	11,640 +40	+0.3%	+$1.27K	0.14%	132
2019 Q3	$375K	Hold	11,600	–	–	0.14%	130
2019 Q2	$346K	Hold	11,600	–	–	0.13%	130
2019 Q1	$337K	Hold	11,600	–	–	0.13%	129
2018 Q4	$307K	Buy	11,600 +8,900	+330%	+$242K	0.14%	122
2018 Q3	$71K	Buy	2,700 +2,000	+286%	+$53.1K	0.03%	220
2018 Q2	$18K	Buy	+700	New	+$17.6K	0.01%	285

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

Monetary Management Group's XLU Position: Q1 2026 in Review

Monetary Management Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.1% in Q1 2026, buying an estimated $35.9K and bringing the position to 20,404 shares worth $936K. The position accounts for 0.22% of the portfolio, ranked #95.

Monetary Management Group first reported a position in XLU in Q2 2018 and has held it in 32 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Monetary Management Group held 20,404 shares of State Street Utilities Select Sector SPDR ETF worth $936K as of Q1 2026.
Monetary Management Group bought 800 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $35.9K.
State Street Utilities Select Sector SPDR ETF made up 0.22% of Monetary Management Group's portfolio in Q1 2026, its #95 holding.
Monetary Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2018 and has held it in 32 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.