Ocean Park Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ocean Park Asset Management’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	-152,184	Closed	-$6M	–	120
2025 Q2	$6M	Hold	152,184	–	–	0.21%	45
2025 Q1	$6M	Buy	152,184 +25,400	+20%	+$992K	0.21%	45
2024 Q4	$4.8M	Buy	126,784 +6,436	+5%	+$255K	0.16%	50
2024 Q3	$4.86M	Buy	+120,348	New	+$4.46M	0.21%	52

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ocean Park Asset Management's XLU Position: Q3 2025 in Review

Ocean Park Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 152,184 shares — an estimated $6M sold.

Ocean Park Asset Management first reported a position in XLU in Q3 2024 and held it in 4 quarters. The position peaked at $6M in Q2 2025. 1,430 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Ocean Park Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Ocean Park Asset Management sold 152,184 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $6M.
Ocean Park Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
Ocean Park Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $6M in Q2 2025.
1,430 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Ocean Park Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.