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

Power Wealth 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 Q4	–	Sell	-5,634	Closed	-$246K	–	96
2025 Q3	$246K	Sell	5,634 -274	-5%	-$11.6K	0.09%	82
2025 Q2	$241K	Sell	5,908 -246	-4%	-$9.8K	0.09%	86
2025 Q1	$243K	Sell	6,154 -3,484	-36%	-$136K	0.1%	75
2024 Q4	$365K	Sell	9,638 -171,574	-95%	-$6.81M	0.15%	71
2024 Q3	$7.32M	Buy	181,212 +12,778	+8%	+$474K	3.13%	11
2024 Q2	$5.74M	Buy	168,434 +17,736	+12%	+$609K	2.74%	11
2024 Q1	$4.95M	Buy	150,698 +14,942	+11%	+$466K	3.1%	8
2023 Q4	$4.3M	Buy	+135,756	New	+$4.15M	2.99%	9

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Power Wealth Management's XLU Position: Q4 2025 in Review

Power Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 5,634 shares — an estimated $246K sold.

Power Wealth Management first reported a position in XLU in Q4 2023 and held it in 8 quarters. The position peaked at $7.32M in Q3 2024. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Power Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Power Wealth Management sold 5,634 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $246K.
Power Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Power Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.32M in Q3 2024.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Power Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.