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

Sage Mountain 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 Q2	–	Sell	-318	Closed	-$12.5K	–	552
2025 Q1	$12.5K	Buy	+318	New	+$12.4K	﹤0.01%	469
2023 Q4	–	Sell	-250	Closed	-$7.37K	–	378
2023 Q3	$7.37K	Hold	250	–	–	﹤0.01%	335
2023 Q2	$8.18K	Hold	250	–	–	﹤0.01%	327
2023 Q1	$8.46K	Hold	250	–	–	﹤0.01%	309
2022 Q4	$8.81K	Hold	250	–	–	﹤0.01%	269
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	354
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	589
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	605
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	672
2021 Q3	$8K	Hold	250	–	–	﹤0.01%	570
2021 Q2	$8K	Hold	250	–	–	﹤0.01%	520
2021 Q1	$8K	Hold	250	–	–	﹤0.01%	453
2020 Q4	$8K	Buy	+250	New	+$7.91K	﹤0.01%	262

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sage Mountain Advisors's XLU Position: Q2 2025 in Review

Sage Mountain Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 318 shares — an estimated $12.5K sold.

Sage Mountain Advisors first reported a position in XLU in Q4 2020 and held it in 13 quarters. The position peaked at $12.5K in Q1 2025. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Sage Mountain Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 318 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $12.5K.
Sage Mountain Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
Sage Mountain Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $12.5K in Q1 2025.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.