Phillips Wealth Planners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Phillips Wealth Planners’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	$393K	Sell	8,708 -474	-5%	-$21.3K	0.3%	115
2025 Q4	$395K	Sell	9,182 -260	-3%	-$11.5K	0.32%	103
2025 Q3	$424K	Buy	+9,442	New	+$399K	0.35%	93
2024 Q4	–	Sell	-7,888	Closed	-$324K	–	199
2024 Q3	$324K	Sell	7,888 -1,076	-12%	-$39.9K	0.31%	120
2024 Q2	$311K	Buy	8,964 +20	+0.2%	+$687	0.33%	113
2024 Q1	$281K	Buy	8,944 +1,642	+22%	+$51.3K	0.32%	122
2023 Q4	$223K	Sell	7,302 -1,442	-16%	-$44.1K	0.27%	140
2023 Q3	$256K	Sell	8,744 -7,406	-46%	-$239K	0.35%	114
2023 Q2	$528K	Buy	16,150 +3,104	+24%	+$105K	0.69%	49
2023 Q1	$451K	Buy	13,046 +100	+0.8%	+$3.39K	0.6%	54
2022 Q4	$441K	Buy	+12,946	New	+$440K	0.77%	46

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

Phillips Wealth Planners's XLU Position: Q1 2026 in Review

Phillips Wealth Planners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.2% in Q1 2026, selling an estimated $21.3K and leaving 8,708 shares worth $393K. The position accounts for 0.3% of the portfolio, ranked #115.

Phillips Wealth Planners first reported a position in XLU in Q4 2022 and has held it in 11 quarters since. The position peaked at $528K in Q2 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Phillips Wealth Planners held 8,708 shares of State Street Utilities Select Sector SPDR ETF worth $393K as of Q1 2026.
Phillips Wealth Planners sold 474 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $21.3K.
State Street Utilities Select Sector SPDR ETF made up 0.3% of Phillips Wealth Planners's portfolio in Q1 2026, its #115 holding.
Phillips Wealth Planners first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
Phillips Wealth Planners's State Street Utilities Select Sector SPDR ETF position peaked at $528K in Q2 2023.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.