Planning Directions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Planning Directions’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	$593K	Buy	12,914 +450	+4%	+$20.2K	0.3%	48
2025 Q4	$532K	Buy	12,464 +870	+8%	+$38.5K	0.27%	44
2025 Q3	$506K	Sell	11,594 -496	-4%	-$21K	0.26%	45
2025 Q2	$494K	Buy	12,090 +70	+0.6%	+$2.79K	0.28%	43
2025 Q1	$474K	Sell	12,020 -562	-4%	-$22K	0.2%	67
2024 Q4	$476K	Sell	12,582 -814	-6%	-$32.3K	0.28%	43
2024 Q3	$541K	Sell	13,396 -1,910	-12%	-$70.9K	0.32%	40
2024 Q2	$521K	Sell	15,306 -2,720	-15%	-$93.4K	0.36%	37
2024 Q1	$592K	Sell	18,026 -37,278	-67%	-$1.16M	0.41%	35
2023 Q4	$1.75M	Buy	55,304 +4,590	+9%	+$140K	1.25%	18
2023 Q3	$1.49M	Buy	50,714 +7,316	+17%	+$236K	1.14%	19
2023 Q2	$1.42M	Buy	43,398 +8,784	+25%	+$296K	1.03%	21
2023 Q1	$1.17M	Buy	34,614 +5,120	+17%	+$174K	0.87%	23
2022 Q4	$1.04M	Buy	29,494 +8,038	+37%	+$273K	0.79%	24
2022 Q3	$703K	Buy	21,456 +14,300	+200%	+$524K	0.57%	31
2022 Q2	$251K	Buy	+7,156	New	+$259K	0.19%	57

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

Planning Directions's XLU Position: Q1 2026 in Review

Planning Directions increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.6% in Q1 2026, buying an estimated $20.2K and bringing the position to 12,914 shares worth $593K. The position accounts for 0.3% of the portfolio, ranked #48.

Planning Directions first reported a position in XLU in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.75M in Q4 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Planning Directions held 12,914 shares of State Street Utilities Select Sector SPDR ETF worth $593K as of Q1 2026.
Planning Directions bought 450 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $20.2K.
State Street Utilities Select Sector SPDR ETF made up 0.3% of Planning Directions's portfolio in Q1 2026, its #48 holding.
Planning Directions first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 16 quarters since.
Planning Directions's State Street Utilities Select Sector SPDR ETF position peaked at $1.75M in Q4 2023.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.