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Moneywise Inc’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Moneywise Inc’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 		– Sell
-107,399
Closed -$4.58M – 91
2025
Q4 		$4.58M Sell
107,399
-51,527
-32% -$2.28M 1.91% 16
2025
Q3 		$6.93M Buy
158,926
+103,988
+189% +$4.4M 3.14% 11
2025
Q2 		$2.24M Buy
+54,938
New +$2.19M 1.05% 26

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Moneywise Inc's XLU Position: Q1 2026 in Review

Moneywise Inc sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 107,399 shares — an estimated $4.58M sold.

Moneywise Inc first reported a position in XLU in Q2 2025 and held it in 3 quarters. The position peaked at $6.93M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Moneywise Inc reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Moneywise Inc sold 107,399 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.58M.
  • Moneywise Inc first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • Moneywise Inc's State Street Utilities Select Sector SPDR ETF position peaked at $6.93M in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.