Pineridge Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pineridge Advisors’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	-242	Closed	-$9.92K	–	587
2025 Q2	$9.92K	Sell	242 -396	-62%	-$15.8K	﹤0.01%	221
2025 Q1	$25.2K	Buy	638 +4	+0.6%	+$156	0.01%	163
2024 Q4	$24K	Sell	634 -170,872	-100%	-$6.78M	0.01%	198
2024 Q3	$6.93M	Buy	171,506 +40,670	+31%	+$1.51M	2.62%	7
2024 Q2	$4.46M	Buy	+130,836	New	+$4.49M	1.52%	10
2024 Q1	–	Sell	-56	Closed	-$1.77K	–	841
2023 Q4	$1.77K	Buy	+56	New	+$1.71K	﹤0.01%	638

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MMH

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

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

Pineridge Advisors's XLU Position: Q3 2025 in Review

Pineridge Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 242 shares — an estimated $9.92K sold.

Pineridge Advisors first reported a position in XLU in Q4 2023 and held it in 6 quarters. The position peaked at $6.93M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Pineridge Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 242 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $9.92K.
Pineridge Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Pineridge Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $6.93M in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.