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

Sightline Wealth 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
Q3 		– Sell
-7,110
Closed -$290K – 96
2025
Q2 		$290K Sell
7,110
-468
-6% -$18.6K 0.14% 68
2025
Q1 		$299K Sell
7,578
-2,256
-23% -$88.1K 0.16% 65
2024
Q4 		$372K Buy
+9,834
New +$390K 0.2% 57

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sightline Wealth Advisors's XLU Position: Q3 2025 in Review

Sightline Wealth Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 7,110 shares — an estimated $290K sold.

Sightline Wealth Advisors first reported a position in XLU in Q4 2024 and held it in 3 quarters. The position peaked at $372K in Q4 2024. 1,429 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Sightline Wealth Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Sightline Wealth Advisors sold 7,110 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $290K.
  • Sightline Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • Sightline Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $372K in Q4 2024.
  • 1,429 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Sightline Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.