Plustick Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Plustick Management’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 Q1	–	Sell	-34,000	Closed	-$1.29M	–	23
2024 Q4	$1.29M	Hold	34,000	–	–	0.81%	17
2024 Q3	$1.37M	Hold	34,000	–	–	1.04%	18
2024 Q2	$1.16M	Buy	+34,000	New	+$1.17M	1.04%	15

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMH

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

Plustick Management's XLU Position: Q1 2025 in Review

Plustick Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 34,000 shares — an estimated $1.29M sold.

Plustick Management first reported a position in XLU in Q2 2024 and held it in 3 quarters. The position peaked at $1.37M in Q3 2024. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Plustick Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Plustick Management sold 34,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $1.29M.
Plustick Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 3 quarters.
Plustick Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.37M in Q3 2024.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Plustick Management's 13F filing for Q1 2025, filed 15 May 2025.