Nicolet Advisory Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MIFH
Nicolet Advisory Services's XLU Position: Q4 2025 in Review
Nicolet Advisory Services increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 16% in Q4 2025, buying an estimated $53.6K and bringing the position to 8,972 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #277.
Nicolet Advisory Services first reported a position in XLU in Q3 2024 and has held it in 5 quarters since. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.
- Nicolet Advisory Services held 8,972 shares of State Street Utilities Select Sector SPDR ETF worth $382K as of Q4 2025.
- Nicolet Advisory Services bought 1,210 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $53.6K.
- State Street Utilities Select Sector SPDR ETF made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #277 holding.
- Nicolet Advisory Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 5 quarters since.
- 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.
Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.