New Republic Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

New Republic Capital’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 Q1	–	Sell	-540	Closed	-$20.4K	–	258
2024 Q4	$20.4K	Hold	540	–	–	0.01%	208
2024 Q3	$21.8K	Hold	540	–	–	0.01%	207
2024 Q2	$18.4K	Hold	540	–	–	0.01%	214
2024 Q1	$17.7K	Hold	540	–	–	0.01%	201
2023 Q4	$17.1K	Hold	540	–	–	0.01%	212
2023 Q3	$15.9K	Hold	540	–	–	0.01%	190
2023 Q2	$17.7K	Buy	+540	New	+$18.2K	0.01%	213

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

New Republic Capital's XLU Position: Q1 2025 in Review

New Republic Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 540 shares — an estimated $20.4K sold.

New Republic Capital first reported a position in XLU in Q2 2023 and held it in 7 quarters. The position peaked at $21.8K in Q3 2024. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

New Republic Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
New Republic Capital sold 540 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $20.4K.
New Republic Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 7 quarters.
New Republic Capital's State Street Utilities Select Sector SPDR ETF position peaked at $21.8K in Q3 2024.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on New Republic Capital's 13F filing for Q1 2025, filed 7 May 2025.