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

Simplicity Wealth’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	$2.03M	Sell	44,290 -4,799	-10%	-$215K	0.12%	179
2025 Q4	$2.1M	Buy	49,089 +18,811	+62%	+$833K	0.13%	173
2025 Q3	$1.32M	Buy	30,278 +7,366	+32%	+$312K	0.08%	248
2025 Q2	$936K	Buy	+22,912	New	+$913K	0.04%	338
2024 Q4	–	Sell	-9,794	Closed	-$396K	–	525
2024 Q3	$396K	Buy	9,794 +246	+3%	+$9.13K	0.04%	340
2024 Q2	$325K	Buy	9,548 +430	+5%	+$14.8K	0.01%	920
2024 Q1	$299K	Buy	9,118 +1,560	+21%	+$48.7K	0.01%	918
2023 Q4	$239K	Buy	+7,558	New	+$231K	0.09%	158
2022 Q4	–	Sell	-8,146	Closed	-$267K	–	100
2022 Q3	$267K	Buy	8,146 +346	+4%	+$12.7K	0.36%	61
2022 Q2	$274K	Sell	7,800 -7,748	-50%	-$280K	0.4%	48
2022 Q1	$579K	Sell	15,548 -15,008	-49%	-$520K	0.56%	44
2021 Q4	$1.09M	Buy	+30,556	New	+$1.03M	0.59%	38

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

Simplicity Wealth's XLU Position: Q1 2026 in Review

Simplicity Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.8% in Q1 2026, selling an estimated $215K and leaving 44,290 shares worth $2.03M. The position accounts for 0.12% of the portfolio, ranked #179.

Simplicity Wealth first reported a position in XLU in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.1M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Simplicity Wealth held 44,290 shares of State Street Utilities Select Sector SPDR ETF worth $2.03M as of Q1 2026.
Simplicity Wealth sold 4,799 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $215K.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Simplicity Wealth's portfolio in Q1 2026, its #179 holding.
Simplicity Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
Simplicity Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $2.1M in Q4 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.