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Retireful LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Retireful LLC’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 		$2.22M Sell
48,433
-681
-1% -$30.6K 3.13% 4
2025
Q4 		$2.11M Buy
+49,114
New +$2.17M 2.65% 4
2025
Q2 		– Sell
-54,914
Closed -$2.14M – 180
2025
Q1 		$2.14M Sell
54,914
-14,672
-21% -$573K 2.02% 10
2024
Q4 		$2.63M Buy
+69,586
New +$2.76M 1.48% 14

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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 $206B AUM 31.61% 1-Year Est. Return

Retireful LLC's XLU Position: Q1 2026 in Review

Retireful LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q1 2026, selling an estimated $30.6K and leaving 48,433 shares worth $2.22M. The position accounts for 3.13% of the portfolio, ranked #4.

Retireful LLC first reported a position in XLU in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.63M in Q4 2024. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Retireful LLC held 48,433 shares of State Street Utilities Select Sector SPDR ETF worth $2.22M as of Q1 2026.
  • Retireful LLC sold 681 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $30.6K.
  • State Street Utilities Select Sector SPDR ETF made up 3.13% of Retireful LLC's portfolio in Q1 2026, its #4 holding.
  • Retireful LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • Retireful LLC's State Street Utilities Select Sector SPDR ETF position peaked at $2.63M in Q4 2024.
  • 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.