Oak Harvest Investment Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Oak Harvest Investment Services’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	–	Sell	-75,152	Closed	-$3.07M	–	179
2025 Q2	$3.07M	Sell	75,152 -48,478	-39%	-$1.93M	0.38%	78
2025 Q1	$4.87M	Buy	+123,630	New	+$4.83M	0.68%	55
2024 Q4	–	Sell	-159,748	Closed	-$6.45M	–	174
2024 Q3	$6.45M	Sell	159,748 -87,462	-35%	-$3.24M	0.93%	44
2024 Q2	$8.42M	Sell	247,210 -7,872	-3%	-$270K	1.31%	28
2024 Q1	$8.37M	Sell	255,082 -7,494	-3%	-$234K	1.37%	26
2023 Q4	$8.31M	Sell	262,576 -5,632	-2%	-$172K	1.66%	19
2023 Q3	$7.9M	Buy	+268,208	New	+$8.65M	1.67%	21

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 $374B AUM 17.66% 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

Oak Harvest Investment Services's XLU Position: Q3 2025 in Review

Oak Harvest Investment Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 75,152 shares — an estimated $3.07M sold.

Oak Harvest Investment Services first reported a position in XLU in Q3 2023 and held it in 7 quarters. The position peaked at $8.42M in Q2 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Oak Harvest Investment Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Oak Harvest Investment Services sold 75,152 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $3.07M.
Oak Harvest Investment Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 7 quarters.
Oak Harvest Investment Services's State Street Utilities Select Sector SPDR ETF position peaked at $8.42M in Q2 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Oak Harvest Investment Services's 13F filing for Q3 2025, filed 17 Oct 2025.