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

Spectrum Wealth Counsel’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 Q1	$5.99K	Sell	152 -60,524	-100%	-$2.36M	﹤0.01%	242
2024 Q4	$2.3M	Sell	60,676 -140	-0.2%	-$5.56K	0.27%	66
2024 Q3	$2.46M	Buy	60,816 +58,608	+2,654%	+$2.17M	0.29%	65
2024 Q2	$75.2K	Sell	2,208 -600	-21%	-$20.6K	0.01%	175
2024 Q1	$92.2K	Buy	+2,808	New	+$87.7K	0.01%	174

Other funds holding XLU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Spectrum Wealth Counsel's XLU Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 100% in Q1 2025, selling an estimated $2.36M and leaving 152 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Spectrum Wealth Counsel first reported a position in XLU in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.46M in Q3 2024. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Spectrum Wealth Counsel held 152 shares of State Street Utilities Select Sector SPDR ETF worth $5.99K as of Q1 2025.
Spectrum Wealth Counsel sold 60,524 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $2.36M.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #242 holding.
Spectrum Wealth Counsel first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
Spectrum Wealth Counsel's State Street Utilities Select Sector SPDR ETF position peaked at $2.46M in Q3 2024.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.