Obsidian Personal Planning Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Obsidian Personal Planning Solutions’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	$292K	Hold	6,550	–	–	0.1%	80
2025 Q2	$267K	Hold	6,550	–	–	0.11%	83
2025 Q1	$258K	Hold	6,550	–	–	0.12%	80
2024 Q4	$255K	Hold	6,550	–	–	0.12%	75
2024 Q3	$262K	Hold	6,550	–	–	0.14%	67
2024 Q2	$223K	Hold	6,550	–	–	0.14%	88
2024 Q1	$219K	Buy	+6,550	New	+$204K	0.14%	89

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

Obsidian Personal Planning Solutions's XLU Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2025 at 6,550 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #80.

Obsidian Personal Planning Solutions first reported a position in XLU in Q1 2024 and has held it in 7 quarters since. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Obsidian Personal Planning Solutions held 6,550 shares of State Street Utilities Select Sector SPDR ETF worth $292K as of Q3 2025.
Obsidian Personal Planning Solutions left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Utilities Select Sector SPDR ETF made up 0.1% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #80 holding.
Obsidian Personal Planning Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.