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St. Louis Financial Planners Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

St. Louis Financial Planners Asset Management’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 		– Sell
-21,378
Closed -$809K – 42
2024
Q4 		$809K Buy
+21,378
New +$848K 0.58% 27

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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

St. Louis Financial Planners Asset Management's XLU Position: Q1 2025 in Review

St. Louis Financial Planners Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 21,378 shares — an estimated $809K sold.

St. Louis Financial Planners Asset Management first reported a position in XLU in Q4 2024 and held it in 1 quarter. The position peaked at $809K in Q4 2024. 1,355 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

  • St. Louis Financial Planners Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 21,378 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $809K.
  • St. Louis Financial Planners Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • St. Louis Financial Planners Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $809K in Q4 2024.
  • 1,355 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q1 2025, filed 8 Apr 2025.