Salomon & Ludwin’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Salomon & Ludwin’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	$217K	Hold	4,688	–	–	0.02%	162
2025 Q4	$200K	Sell	4,688 -188	-4%	-$8.32K	0.02%	170
2025 Q3	$217K	Sell	4,876 -2	-0%	-$85	0.02%	157
2025 Q2	$198K	Hold	4,878	–	–	0.02%	150
2025 Q1	$192K	Hold	4,878	–	–	0.02%	147
2024 Q4	$185K	Buy	4,878 +84	+2%	+$3.33K	0.02%	141
2024 Q3	$194K	Hold	4,794	–	–	0.02%	151
2024 Q2	$163K	Sell	4,794 -1,842	-28%	-$63.3K	0.02%	158
2024 Q1	$218K	Sell	6,636 -10,536	-61%	-$329K	0.02%	179
2023 Q4	$510K	Hold	17,172	–	–	0.05%	115
2023 Q3	$510K	Buy	17,172 +10,948	+176%	+$353K	0.05%	115
2023 Q2	$204K	Buy	6,224 +176	+3%	+$5.92K	0.02%	171
2023 Q1	$205K	Hold	6,048	–	–	0.02%	162
2022 Q4	$213K	Sell	6,048 -440	-7%	-$15K	0.03%	160
2022 Q3	$213K	Buy	+6,488	New	+$238K	0.03%	140
2020 Q2	–	Sell	-2,832	Closed	-$78K	–	227
2020 Q1	$78K	Buy	+2,832	New	+$90.6K	0.02%	75
2019 Q2	–	Sell	-800	Closed	-$23K	–	281
2019 Q1	$23K	Hold	800	–	–	﹤0.01%	119
2018 Q4	$21K	Buy	+800	New	+$21.7K	﹤0.01%	123

Other funds holding XLU

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Salomon & Ludwin's XLU Position: Q1 2026 in Review

Salomon & Ludwin held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2026 at 4,688 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #162.

Salomon & Ludwin first reported a position in XLU in Q4 2018 and has held it in 18 quarters since. The position peaked at $510K in Q4 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Salomon & Ludwin held 4,688 shares of State Street Utilities Select Sector SPDR ETF worth $217K as of Q1 2026.
Salomon & Ludwin left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #162 holding.
Salomon & Ludwin first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 18 quarters since.
Salomon & Ludwin's State Street Utilities Select Sector SPDR ETF position peaked at $510K in Q4 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.