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

Personal CFO 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
2026 Q1	$792K	Sell	17,256 -71	-0.4%	-$3.19K	0.11%	161
2025 Q4	$740K	Sell	17,327 -295	-2%	-$13.1K	0.12%	162
2025 Q3	$768K	Sell	17,622 -5,376	-23%	-$227K	0.13%	156
2025 Q2	$939K	Sell	22,998 -5,980	-21%	-$238K	0.17%	117
2025 Q1	$1.14M	Sell	28,978 -520	-2%	-$20.3K	0.23%	85
2024 Q4	$1.12M	Buy	29,498 +5,902	+25%	+$234K	0.22%	96
2024 Q3	$953K	Sell	23,596 -142	-0.6%	-$5.27K	0.13%	146
2024 Q2	$809K	Sell	23,738 -664	-3%	-$22.8K	0.12%	159
2024 Q1	$801K	Sell	24,402 -3,216	-12%	-$100K	0.13%	163
2023 Q4	$875K	Buy	+27,618	New	+$844K	0.15%	140
2023 Q1	–	Sell	-46,984	Closed	-$1.66M	–	512
2022 Q4	$1.66M	Buy	46,984 +5,764	+14%	+$196K	0.35%	56
2022 Q3	$1.35M	Buy	+41,220	New	+$1.51M	0.34%	52
2020 Q1	–	Sell	-40,800	Closed	-$1.32M	–	384
2019 Q4	$1.32M	Sell	40,800 -2,104	-5%	-$66.8K	0.38%	51
2019 Q3	$1.39M	Buy	+42,904	New	+$1.32M	0.55%	32

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Personal CFO Solutions's XLU Position: Q1 2026 in Review

Personal CFO Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.41% in Q1 2026, selling an estimated $3.19K and leaving 17,256 shares worth $792K. The position accounts for 0.11% of the portfolio, ranked #161.

Personal CFO Solutions first reported a position in XLU in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Personal CFO Solutions held 17,256 shares of State Street Utilities Select Sector SPDR ETF worth $792K as of Q1 2026.
Personal CFO Solutions sold 71 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $3.19K.
State Street Utilities Select Sector SPDR ETF made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #161 holding.
Personal CFO Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 14 quarters since.
Personal CFO Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $1.66M in Q4 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.