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Rappaport Reiches Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rappaport Reiches Capital Management’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
Q1 		$325K Buy
+8,250
New +$322K 0.08% 85

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Rappaport Reiches Capital Management's XLU Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025: 8,250 shares worth $325K. The stake represents 0.08% of the portfolio and ranks #85 among its holdings.

1,355 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

  • Rappaport Reiches Capital Management held 8,250 shares of State Street Utilities Select Sector SPDR ETF worth $325K as of Q1 2025.
  • State Street Utilities Select Sector SPDR ETF was a new Rappaport Reiches Capital Management position in Q1 2025.
  • State Street Utilities Select Sector SPDR ETF made up 0.08% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #85 holding.
  • 1,355 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.