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

REAP Financial 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
2026 Q1	–	Sell	-2,015	Closed	-$86K	–	585
2025 Q4	$86K	Buy	+2,015	New	+$89.2K	0.02%	227
2025 Q1	–	Sell	-132	Closed	-$5K	–	720
2024 Q4	$5K	Hold	132	–	–	﹤0.01%	444
2024 Q3	$5.33K	Sell	132 -4	-3%	-$148	﹤0.01%	447
2024 Q2	$4.63K	Sell	136 -4	-3%	-$137	﹤0.01%	424
2024 Q1	$4.6K	Hold	140	–	–	﹤0.01%	451
2023 Q4	$4.43K	Buy	+140	New	+$4.28K	﹤0.01%	482

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

REAP Financial Group's XLU Position: Q1 2026 in Review

REAP Financial Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 2,015 shares — an estimated $86K sold.

REAP Financial Group first reported a position in XLU in Q4 2023 and held it in 6 quarters. The position peaked at $86K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

REAP Financial Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
REAP Financial Group sold 2,015 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $86K.
REAP Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
REAP Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $86K in Q4 2025.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.