Napa Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Napa Wealth 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
2025 Q3	$225K	Buy	+5,170	New	+$219K	0.11%	134

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Napa Wealth Management's XLU Position: Q3 2025 in Review

Napa Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025: 5,170 shares worth $225K. The stake represents 0.11% of the portfolio and ranks #134 among its holdings.

1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Napa Wealth Management held 5,170 shares of State Street Utilities Select Sector SPDR ETF worth $225K as of Q3 2025.
State Street Utilities Select Sector SPDR ETF was a new Napa Wealth Management position in Q3 2025.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Napa Wealth Management's portfolio in Q3 2025, its #134 holding.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.