Platform Technology Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Platform Technology Partners’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	$1.26M	Buy	27,506 +4,105	+18%	+$184K	0.24%	96
2025 Q4	$999K	Buy	23,401 +241	+1%	+$10.7K	0.21%	106
2025 Q3	$1.01M	Buy	23,160 +1,384	+6%	+$58.5K	0.24%	100
2025 Q2	$889K	Buy	21,776 +702	+3%	+$28K	0.23%	109
2025 Q1	$831K	Sell	21,074 -266	-1%	-$10.4K	0.24%	104
2024 Q4	$808K	Buy	21,340 +2,166	+11%	+$86K	0.24%	96
2024 Q3	$774K	Buy	19,174 +1,406	+8%	+$52.2K	0.24%	95
2024 Q2	$605K	Buy	+17,768	New	+$610K	0.21%	103
2023 Q4	$547K	Buy	17,940 +6,772	+61%	+$207K	0.21%	108
2023 Q3	$329K	Buy	+11,168	New	+$360K	0.15%	136

Other funds holding XLU

Bank of America

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

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

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

Raymond James Financial

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

BNP Paribas Financial Markets

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