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

Noble Wealth Management PBC’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 		$6.7K Hold
170
– – ﹤0.01% 417
2024
Q4 		$6.43K Buy
+170
New +$6.75K ﹤0.01% 379

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Noble Wealth Management PBC's XLU Position: Q1 2025 in Review

Noble Wealth Management PBC held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2025 at 170 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Noble Wealth Management PBC first reported a position in XLU in Q4 2024 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

  • Noble Wealth Management PBC held 170 shares of State Street Utilities Select Sector SPDR ETF worth $6.7K as of Q1 2025.
  • Noble Wealth Management PBC left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2025.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #417 holding.
  • Noble Wealth Management PBC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.