Silverleafe Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Silverleafe Capital Partners’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	-131,992	Closed	-$5.39M	–	102
2025 Q2	$5.39M	Sell	131,992 -28,802	-18%	-$1.15M	1.88%	17
2025 Q1	$6.34M	Buy	160,794 +18,300	+13%	+$715K	2.18%	16
2024 Q4	$5.39M	Buy	142,494 +71,090	+100%	+$2.82M	1.71%	17
2024 Q3	$2.88M	Buy	71,404 +1,014	+1%	+$37.6K	1%	27
2024 Q2	$2.4M	Buy	+70,390	New	+$2.42M	0.82%	29
2023 Q4	–	Sell	-12,988	Closed	-$383K	–	59
2023 Q3	$383K	Buy	12,988 +28	+0.2%	+$903	0.2%	35
2023 Q2	$424K	Sell	12,960 -130	-1%	-$4.38K	0.26%	33
2023 Q1	$443K	Buy	13,090 +34	+0.3%	+$1.15K	0.29%	33
2022 Q4	$460K	Sell	13,056 -214	-2%	-$7.28K	0.3%	32
2022 Q3	$435K	Buy	13,270 +30	+0.2%	+$1.1K	0.28%	40
2022 Q2	$464K	Sell	13,240 -540	-4%	-$19.5K	0.28%	34
2022 Q1	$513K	Buy	13,780 +32	+0.2%	+$1.11K	0.23%	41
2021 Q4	$492K	Sell	13,748 -5,272	-28%	-$178K	0.18%	62
2021 Q3	$607K	Sell	19,020 -590	-3%	-$19.7K	0.24%	54
2021 Q2	$620K	Buy	19,610 +28	+0.1%	+$917	0.24%	58
2021 Q1	$627K	Buy	19,582 +26	+0.1%	+$807	0.26%	62
2020 Q4	$613K	Sell	19,556 -22,106	-53%	-$700K	0.28%	48
2020 Q3	$1.24M	Buy	41,662 +26	+0.1%	+$772	0.63%	36
2020 Q2	$1.18M	Buy	+41,636	New	+$1.2M	0.8%	28

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

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Silverleafe Capital Partners's XLU Position: Q3 2025 in Review

Silverleafe Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 131,992 shares — an estimated $5.39M sold.

Silverleafe Capital Partners first reported a position in XLU in Q2 2020 and held it in 19 quarters. The position peaked at $6.34M in Q1 2025. 1,429 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Silverleafe Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Silverleafe Capital Partners sold 131,992 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $5.39M.
Silverleafe Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 19 quarters.
Silverleafe Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $6.34M in Q1 2025.
1,429 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Silverleafe Capital Partners's 13F filing for Q3 2025, filed 16 Oct 2025.