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

MYeCFO’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	$426K	Hold	9,280	–	–	0.18%	52
2025 Q4	$396K	Sell	9,280 -1,000	-10%	-$44.3K	0.17%	53
2025 Q3	$448K	Sell	10,280 -2,000	-16%	-$84.6K	0.2%	49
2025 Q2	$501K	Sell	12,280 -1,000	-8%	-$39.8K	0.25%	44
2025 Q1	$524K	Buy	13,280 +60	+0.5%	+$2.34K	0.28%	41
2024 Q4	$500K	Hold	13,220	–	–	0.27%	40
2024 Q3	$534K	Hold	13,220	–	–	0.29%	38
2024 Q2	$450K	Sell	13,220 -480	-4%	-$16.5K	0.26%	41
2024 Q1	$450K	Buy	13,700 +400	+3%	+$12.5K	0.26%	41
2023 Q4	$421K	Buy	13,300 +1,800	+16%	+$55K	0.27%	37
2023 Q3	$339K	Buy	+11,500	New	+$371K	0.24%	40

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

MYeCFO's XLU Position: Q1 2026 in Review

MYeCFO held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 9,280 shares worth $426K. The position accounts for 0.18% of the portfolio, ranked #52.

MYeCFO first reported a position in XLU in Q3 2023 and has held it in 11 quarters since. The position peaked at $534K in Q3 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

MYeCFO held 9,280 shares of State Street Utilities Select Sector SPDR ETF worth $426K as of Q1 2026.
MYeCFO left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.18% of MYeCFO's portfolio in Q1 2026, its #52 holding.
MYeCFO first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
MYeCFO's State Street Utilities Select Sector SPDR ETF position peaked at $534K in Q3 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.