Ransom Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.68M Buy
+39,449
New +$1.75M 0.66% 36
2025
Q1
Sell
-38,074
Closed -$1.44M 425
2024
Q4
$1.44M Buy
38,074
+2,222
+6% +$88.2K 0.66% 34
2024
Q3
$1.45M Buy
35,852
+318
+0.9% +$11.8K 0.68% 36
2024
Q2
$1.21M Sell
35,534
-178
-0.5% -$6.11K 0.61% 37
2024
Q1
$1.17M Buy
+35,712
New +$1.11M 0.63% 38

Other funds holding XLU

Ransom Advisory's XLU Position: Q4 2025 in Review

Ransom Advisory opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025: 39,449 shares worth $1.68M. The stake represents 0.66% of the portfolio and ranks #36 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in XLU as recently as Q4 2024.

Ransom Advisory first reported a position in XLU in Q1 2024 and has held it in 5 quarters since. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Ransom Advisory held 39,449 shares of State Street Utilities Select Sector SPDR ETF worth $1.68M as of Q4 2025.
  • State Street Utilities Select Sector SPDR ETF was a new Ransom Advisory position in Q4 2025.
  • State Street Utilities Select Sector SPDR ETF made up 0.66% of Ransom Advisory's portfolio in Q4 2025, its #36 holding.
  • Ransom Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.