Rise Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Rise Advisors’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	-2	Closed	-$90	–	1458
2025 Q3	$90	Sell	2 -4	-67%	-$169	﹤0.01%	1488
2025 Q2	$248	Buy	6 +4	+200%	+$159	﹤0.01%	1473
2025 Q1	$80	Hold	2	–	–	﹤0.01%	1463
2024 Q4	$76	Sell	2 -98	-98%	-$3.89K	﹤0.01%	1114
2024 Q3	$4.07K	Buy	+100	New	+$3.71K	﹤0.01%	1092
2024 Q2	–	Sell	-208	Closed	-$6.81K	–	1281
2024 Q1	$6.81K	Buy	208 +2	+1%	+$62	﹤0.01%	1077
2023 Q4	$6.52K	Buy	206 +2	+1%	+$61	﹤0.01%	363
2023 Q3	$6.04K	Sell	204 -80	-28%	-$2.58K	﹤0.01%	359
2023 Q2	$9.27K	Buy	284 +2	+0.7%	+$67	0.01%	347
2023 Q1	$9.51K	Buy	282 +4	+1%	+$136	0.01%	367
2022 Q4	$9.83K	Buy	278 +2	+0.7%	+$68	0.01%	356
2022 Q3	$9K	Sell	276 -258	-48%	-$9.45K	0.01%	360
2022 Q2	$19K	Buy	534 +340	+175%	+$12.3K	0.02%	249
2022 Q1	$7K	Hold	194	–	–	0.01%	381
2021 Q4	$6.92K	Buy	+194	New	+$6.54K	0.01%	367

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

Rise Advisors's XLU Position: Q4 2025 in Review

Rise Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 2 shares — an estimated $90 sold.

Rise Advisors first reported a position in XLU in Q4 2021 and held it in 15 quarters. The position peaked at $19K in Q2 2022. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Rise Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 2 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $90.
Rise Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 15 quarters.
Rise Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $19K in Q2 2022.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.