Solitude Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Solitude Financial Services’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	$217K	Sell	4,720 -5,260	-53%	-$236K	0.06%	38
2025 Q4	$426K	Sell	9,980 -780	-7%	-$34.5K	0.14%	31
2025 Q3	$469K	Sell	10,760 -124	-1%	-$5.25K	0.16%	31
2025 Q2	$444K	Sell	10,884 -2,648	-20%	-$106K	0.16%	31
2025 Q1	$533K	Sell	13,532 -2,358	-15%	-$92.1K	0.21%	26
2024 Q4	$601K	Buy	15,890 +140	+0.9%	+$5.56K	0.26%	21
2024 Q3	$636K	Sell	15,750 -1,002	-6%	-$37.2K	0.27%	23
2024 Q2	$571K	Sell	16,752 -18,904	-53%	-$649K	0.27%	25
2024 Q1	$1.17M	Sell	35,656 -4,368	-11%	-$136K	0.54%	19
2023 Q4	$1.27M	Sell	40,024 -1,598	-4%	-$48.9K	0.69%	28
2023 Q3	$1.23M	Buy	41,622 +1,362	+3%	+$43.9K	0.69%	30
2023 Q2	$1.32M	Sell	40,260 -780	-2%	-$26.3K	0.75%	27
2023 Q1	$1.39M	Buy	41,040 +3,692	+10%	+$125K	0.89%	23
2022 Q4	$1.32M	Buy	37,348 +880	+2%	+$29.9K	0.9%	23
2022 Q3	$1.2M	Sell	36,468 -1,154	-3%	-$42.3K	0.87%	26
2022 Q2	$1.32M	Sell	37,622 -157,312	-81%	-$5.69M	0.93%	24
2022 Q1	$7.26M	Sell	194,934 -9,626	-5%	-$334K	4.54%	10
2021 Q4	$7.32M	Sell	204,560 -20,104	-9%	-$678K	4.87%	10
2021 Q3	$7.18M	Buy	224,664 +44,762	+25%	+$1.5M	4.94%	9
2021 Q2	$5.69M	Buy	179,902 +35,810	+25%	+$1.17M	4.13%	9
2021 Q1	$4.61M	Buy	144,092 +35,268	+32%	+$1.09M	3.72%	9
2020 Q4	$3.41M	Buy	+108,824	New	+$3.44M	3%	10

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

Solitude Financial Services's XLU Position: Q1 2026 in Review

Solitude Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 53% in Q1 2026, selling an estimated $236K and leaving 4,720 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #38.

Solitude Financial Services first reported a position in XLU in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.32M in Q4 2021. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Solitude Financial Services held 4,720 shares of State Street Utilities Select Sector SPDR ETF worth $217K as of Q1 2026.
Solitude Financial Services sold 5,260 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $236K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Solitude Financial Services's portfolio in Q1 2026, its #38 holding.
Solitude Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Solitude Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $7.32M in Q4 2021.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.