Smith Anglin Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Smith Anglin Financial’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	$252K	Sell	6,182 -1,366	-18%	-$54.4K	0.02%	174
2025 Q1	$298K	Sell	7,548 -640	-8%	-$25K	0.03%	160
2024 Q4	$310K	Sell	8,188 -260	-3%	-$10.3K	0.03%	152
2024 Q3	$341K	Sell	8,448 -4,406	-34%	-$163K	0.03%	142
2024 Q2	$438K	Sell	12,854 -370	-3%	-$12.7K	0.04%	114
2024 Q1	$434K	Buy	+13,224	New	+$413K	0.04%	117

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

Smith Anglin Financial's XLU Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q2 2025, selling an estimated $54.4K and leaving 6,182 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #174.

Smith Anglin Financial first reported a position in XLU in Q1 2024 and has held it in 6 quarters since. The position peaked at $438K in Q2 2024. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Smith Anglin Financial held 6,182 shares of State Street Utilities Select Sector SPDR ETF worth $252K as of Q2 2025.
Smith Anglin Financial sold 1,366 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $54.4K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #174 holding.
Smith Anglin Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Smith Anglin Financial's State Street Utilities Select Sector SPDR ETF position peaked at $438K in Q2 2024.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.