Private Client Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Private Client Services’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	-6,626	Closed	-$261K	–	229
2025 Q1	$261K	Buy	6,626 +42	+0.6%	+$1.64K	0.13%	150
2024 Q4	$249K	Buy	6,584 +1,298	+25%	+$51.5K	0.13%	147
2024 Q3	$213K	Buy	+5,286	New	+$196K	0.11%	161

Other funds holding XLU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Client Services's XLU Position: Q2 2025 in Review

Private Client Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 6,626 shares — an estimated $261K sold.

Private Client Services first reported a position in XLU in Q3 2024 and held it in 3 quarters. The position peaked at $261K in Q1 2025. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Private Client Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Private Client Services sold 6,626 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $261K.
Private Client Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
Private Client Services's State Street Utilities Select Sector SPDR ETF position peaked at $261K in Q1 2025.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.