Prostatis Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Prostatis 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 Q3	–	Sell	-37,210	Closed	-$1.52M	–	172
2025 Q2	$1.52M	Buy	37,210 +28,514	+328%	+$1.14M	0.43%	56
2025 Q1	$343K	Sell	8,696 -2,824	-25%	-$110K	0.11%	108
2024 Q4	$436K	Buy	+11,520	New	+$457K	0.13%	109
2024 Q3	–	Sell	-6,032	Closed	-$220K	–	159
2024 Q2	$220K	Buy	+6,032	New	+$207K	0.08%	137
2023 Q3	–	Sell	-57,476	Closed	-$35.9K	–	254
2023 Q2	$35.9K	Buy	+57,476	New	+$1.94M	0.02%	202
2023 Q1	–	Sell	-69,176	Closed	-$2.44M	–	119
2022 Q4	$2.44M	Buy	+69,176	New	+$2.35M	1.49%	20
2022 Q2	–	Sell	-88,418	Closed	-$3.29M	–	90
2022 Q1	$3.29M	Buy	+88,418	New	+$3.07M	2.64%	12
2021 Q3	–	Sell	-51,268	Closed	-$1.62M	–	108
2021 Q2	$1.62M	Buy	+51,268	New	+$1.68M	1.11%	25

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

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Prostatis Group's XLU Position: Q3 2025 in Review

Prostatis Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 37,210 shares — an estimated $1.52M sold.

Prostatis Group first reported a position in XLU in Q2 2021 and held it in 8 quarters. The position peaked at $3.29M in Q1 2022. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Prostatis Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Prostatis Group sold 37,210 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $1.52M.
Prostatis Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and held it in 8 quarters.
Prostatis Group's State Street Utilities Select Sector SPDR ETF position peaked at $3.29M in Q1 2022.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Prostatis Group's 13F filing for Q3 2025, filed 4 Nov 2025.