Ranch Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Ranch Capital 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
2026 Q1	$3.68M	Buy	80,252 +1,236	+2%	+$55.5K	1.35%	23
2025 Q4	$3.37M	Buy	79,016 +1,510	+2%	+$66.9K	1.24%	24
2025 Q3	$3.38M	Buy	77,506 +1,748	+2%	+$73.9K	1.31%	22
2025 Q2	$3.09M	Buy	75,758 +7,416	+11%	+$295K	1.34%	21
2025 Q1	$2.69M	Buy	68,342 +14,770	+28%	+$577K	1.28%	23
2024 Q4	$2.03M	Buy	53,572 +3,280	+7%	+$130K	0.96%	29
2024 Q3	$2.03M	Buy	50,292 +9,390	+23%	+$348K	0.96%	29
2024 Q2	$1.39M	Buy	40,902 +660	+2%	+$22.7K	0.73%	41
2024 Q1	$1.32M	Buy	40,242 +1,344	+3%	+$42K	0.71%	43
2023 Q4	$1.23M	Buy	+38,898	New	+$1.19M	0.77%	42

Other funds holding XLU

Bank of America

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return