Oliver Lagore Vanvalin Investment Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$21K	Buy	+532	New	+$21.2K	0.01%	332
2024 Q4	$27.2K	Sell	718 -4,596	-86%	-$182K	0.01%	319
2024 Q3	$215K	Sell	5,314 -3,534	-40%	-$131K	0.06%	117
2024 Q2	$301K	Sell	8,848 -12,526	-59%	-$430K	0.09%	97
2024 Q1	$702K	Sell	21,374 -9,412	-31%	-$294K	0.21%	77
2023 Q4	$975K	Sell	30,786 -265,996	-90%	-$8.13M	0.36%	51
2023 Q3	$8.74M	Buy	296,782 +224,098	+308%	+$7.22M	3.46%	5
2023 Q2	$2.38M	Sell	72,684 -150,232	-67%	-$5.06M	0.87%	20
2023 Q1	$7.54M	Buy	222,916 +185,426	+495%	+$6.28M	3.22%	11
2022 Q4	$1.32M	Buy	37,490 +10,136	+37%	+$345K	0.75%	27
2022 Q3	$896K	Buy	27,354 +36	+0.1%	+$1.32K	0.58%	29
2022 Q2	$958K	Buy	27,318 +416	+2%	+$15.1K	0.56%	30
2022 Q1	$998K	Buy	+26,902	New	+$933K	0.67%	29

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025: 532 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLU in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.74M in Q3 2023. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 532 shares of State Street Utilities Select Sector SPDR ETF worth $21K as of Q2 2025.
State Street Utilities Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #332 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's State Street Utilities Select Sector SPDR ETF position peaked at $8.74M in Q3 2023.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.