O'Dell Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

O'Dell Group’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	$2.48M	Buy	+56,976	New	+$2.41M	0.53%	26

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 22.96% 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

O'Dell Group's XLU Position: Q3 2025 in Review

O'Dell Group opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025: 56,976 shares worth $2.48M. The stake represents 0.53% of the portfolio and ranks #26 among its holdings.

1,429 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

O'Dell Group held 56,976 shares of State Street Utilities Select Sector SPDR ETF worth $2.48M as of Q3 2025.
State Street Utilities Select Sector SPDR ETF was a new O'Dell Group position in Q3 2025.
State Street Utilities Select Sector SPDR ETF made up 0.53% of O'Dell Group's portfolio in Q3 2025, its #26 holding.
1,429 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on O'Dell Group's 13F filing for Q3 2025, filed 27 Oct 2025.