Nalls Sherbakoff Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$646K	Buy	15,134 +8	+0.1%	+$354	0.47%	45
2025 Q3	$660K	Buy	15,126 +10	+0.1%	+$423	0.45%	48
2025 Q2	$617K	Buy	15,116 +8	+0.1%	+$319	0.45%	47
2025 Q1	$596K	Buy	+15,108	New	+$590K	0.48%	44
2023 Q4	$452K	Sell	14,274 -610	-4%	-$18.6K	0.4%	44
2023 Q3	$439K	Buy	14,884 +26	+0.2%	+$838	0.43%	41
2023 Q2	$482K	Hold	14,858	–	–	0.47%	41
2023 Q1	$499K	Buy	+14,858	New	+$504K	0.5%	40
2018 Q4	$459K	Buy	+17,340	New	+$471K	0.73%	29

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nalls Sherbakoff Group's XLU Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.05% in Q4 2025, buying an estimated $354 and bringing the position to 15,134 shares worth $646K. The position accounts for 0.47% of the portfolio, ranked #45.

Nalls Sherbakoff Group first reported a position in XLU in Q4 2018 and has held it in 9 quarters since. The position peaked at $660K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Nalls Sherbakoff Group held 15,134 shares of State Street Utilities Select Sector SPDR ETF worth $646K as of Q4 2025.
Nalls Sherbakoff Group bought 8 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $354.
State Street Utilities Select Sector SPDR ETF made up 0.47% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #45 holding.
Nalls Sherbakoff Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's State Street Utilities Select Sector SPDR ETF position peaked at $660K in Q3 2025.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.