PlanWiser Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

PlanWiser Financial’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	–	Sell	-53,300	Closed	-$2.15M	–	52
2025 Q1	$2.15M	Buy	+53,300	New	+$2.08M	1.95%	20

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

PlanWiser Financial's XLU Position: Q2 2025 in Review

PlanWiser Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 53,300 shares — an estimated $2.15M sold.

PlanWiser Financial first reported a position in XLU in Q1 2025 and held it in 1 quarter. The position peaked at $2.15M in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

PlanWiser Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
PlanWiser Financial sold 53,300 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $2.15M.
PlanWiser Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
PlanWiser Financial's State Street Utilities Select Sector SPDR ETF position peaked at $2.15M in Q1 2025.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on PlanWiser Financial's 13F filing for Q2 2025, filed 14 Aug 2025.