Monument Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Monument Capital 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
2026 Q1	–	Sell	-114,825	Closed	-$4.9M	–	249
2025 Q4	$4.9M	Buy	114,825 +5,277	+5%	+$234K	1.22%	22
2025 Q3	$4.78M	Sell	109,548 -7,474	-6%	-$316K	1.19%	21
2025 Q2	$4.78M	Buy	117,022 +926	+0.8%	+$36.9K	1.24%	21
2025 Q1	$4.58M	Buy	+116,096	New	+$4.54M	1.41%	18
2024 Q4	–	Sell	-124,792	Closed	-$5.04M	–	218
2024 Q3	$5.04M	Buy	+124,792	New	+$4.63M	1.39%	18

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

Monument Capital Management's XLU Position: Q1 2026 in Review

Monument Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 114,825 shares — an estimated $4.9M sold.

Monument Capital Management first reported a position in XLU in Q3 2024 and held it in 5 quarters. The position peaked at $5.04M in Q3 2024. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Monument Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Monument Capital Management sold 114,825 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $4.9M.
Monument Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Monument Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $5.04M in Q3 2024.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.