Sawyer & Company’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sawyer & Company’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	-562	Closed	-$22K	–	218
2025 Q1	$22K	Hold	562	–	–	0.01%	138
2024 Q4	$21K	Hold	562	–	–	0.01%	142
2024 Q3	$23K	Hold	562	–	–	0.01%	146
2024 Q2	$19K	Hold	562	–	–	0.01%	144
2024 Q1	$18.4K	Hold	562	–	–	0.01%	146
2023 Q4	$18K	Hold	562	–	–	0.01%	150
2023 Q3	$17K	Buy	+562	New	+$18.1K	0.01%	154

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sawyer & Company's XLU Position: Q2 2025 in Review

Sawyer & Company sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 562 shares — an estimated $22K sold.

Sawyer & Company first reported a position in XLU in Q3 2023 and held it in 7 quarters. The position peaked at $23K in Q3 2024. 1,396 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Sawyer & Company reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Sawyer & Company sold 562 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $22K.
Sawyer & Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2023 and held it in 7 quarters.
Sawyer & Company's State Street Utilities Select Sector SPDR ETF position peaked at $23K in Q3 2024.
1,396 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Sawyer & Company's 13F filing for Q2 2025, filed 9 Jul 2025.