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

Private Wealth Management Group’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	-68	Closed	-$2.97K	–	1555
2025 Q3	$2.97K	Buy	+68	New	+$2.88K	﹤0.01%	985
2025 Q2	–	Sell	-78	Closed	-$3.08K	–	1611
2025 Q1	$3.08K	Buy	+78	New	+$3.05K	﹤0.01%	908

Other funds holding XLU

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 New York $1.56T AUM 27.86% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Private Wealth Management Group's XLU Position: Q4 2025 in Review

Private Wealth Management Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 68 shares — an estimated $2.97K sold.

Private Wealth Management Group first reported a position in XLU in Q1 2025 and held it in 2 quarters. The position peaked at $3.08K in Q1 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Private Wealth Management Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 68 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $2.97K.
Private Wealth Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
Private Wealth Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $3.08K in Q1 2025.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.