Solitude Financial Services
XLU icon

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
Q3 		– Sell
-4,720
Closed -$214K – 42
2026
Q2 		$214K Hold
4,720
– – 0.06% 40
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% -$5.24K 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Solitude Financial Services's XLU Position: Q3 2026 in Review

Solitude Financial Services sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 4,720 shares — an estimated $214K sold.

Solitude Financial Services first reported a position in XLU in Q4 2020 and held it in 23 quarters. The position peaked at $7.32M in Q4 2021. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Solitude Financial Services reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Solitude Financial Services sold 4,720 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $214K.
  • Solitude Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and held it in 23 quarters.
  • Solitude Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $7.32M in Q4 2021.
  • 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Solitude Financial Services's 13F filing for Q3 2026, filed 26 Oct 2026.