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

North 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 Q4	–	Sell	-468	Closed	-$20.4K	–	709
2025 Q3	$20.4K	Buy	468 +2	+0.4%	+$85	0.02%	303
2025 Q2	$19K	Sell	466 -34	-7%	-$1.35K	0.02%	309
2025 Q1	$19.7K	Buy	+500	New	+$19.5K	0.02%	298

Other funds holding XLU

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

North Capital's XLU Position: Q4 2025 in Review

North Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 468 shares — an estimated $20.4K sold.

North Capital first reported a position in XLU in Q1 2025 and held it in 3 quarters. The position peaked at $20.4K in Q3 2025. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

North Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
North Capital sold 468 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $20.4K.
North Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
North Capital's State Street Utilities Select Sector SPDR ETF position peaked at $20.4K in Q3 2025.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.