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Prevail Innovative Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Prevail Innovative Wealth Advisors’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
Q3 		– Sell
-13,146
Closed -$537K – 242
2025
Q2 		$537K Buy
+13,146
New +$524K 0.12% 166
2025
Q1 		– Sell
-12,958
Closed -$490K – 198
2024
Q4 		$490K Buy
+12,958
New +$514K 0.14% 127

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XLU Position: Q3 2025 in Review

Prevail Innovative Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 13,146 shares — an estimated $537K sold.

Prevail Innovative Wealth Advisors first reported a position in XLU in Q4 2024 and held it in 2 quarters. The position peaked at $537K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Prevail Innovative Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 13,146 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $537K.
  • Prevail Innovative Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $537K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.