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

Regency 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 Q4	–	Sell	-5,350	Closed	-$233K	–	69
2025 Q3	$233K	Buy	+5,350	New	+$226K	0.11%	55
2021 Q2	–	Sell	-28	Closed	-$1K	–	185
2021 Q1	$1K	Buy	+28	New	+$869	﹤0.01%	163

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Regency Capital Management's XLU Position: Q4 2025 in Review

Regency Capital Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 5,350 shares — an estimated $233K sold.

Regency Capital Management first reported a position in XLU in Q1 2021 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Regency Capital Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Regency Capital Management sold 5,350 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $233K.
Regency Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
Regency Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $233K in Q3 2025.
1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Regency Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.