Stockman Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stockman Wealth 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 Q3	–	Sell	-4,978	Closed	-$203K	–	183
2025 Q2	$203K	Sell	4,978 -3,052	-38%	-$122K	0.03%	167
2025 Q1	$317K	Sell	8,030 -12,402	-61%	-$485K	0.05%	129
2024 Q4	$773K	Buy	20,432 +628	+3%	+$24.9K	0.12%	79
2024 Q3	$800K	Sell	19,804 -70	-0.4%	-$2.6K	0.12%	79
2024 Q2	$677K	Sell	19,874 -668	-3%	-$22.9K	0.12%	82
2024 Q1	$674K	Buy	20,542 +2,112	+11%	+$65.9K	0.12%	85
2023 Q4	$584K	Sell	18,430 -1,606	-8%	-$49.1K	0.12%	87
2023 Q3	$590K	Sell	20,036 -10,884	-35%	-$351K	0.13%	87
2023 Q2	$1.01M	Buy	30,920 +3,352	+12%	+$113K	0.22%	65
2023 Q1	$933K	Buy	27,568 +4,658	+20%	+$158K	0.21%	68
2022 Q4	$808K	Buy	+22,910	New	+$779K	0.19%	83

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Stockman Wealth Management's XLU Position: Q3 2025 in Review

Stockman Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 4,978 shares — an estimated $203K sold.

Stockman Wealth Management first reported a position in XLU in Q4 2022 and held it in 11 quarters. The position peaked at $1.01M in Q2 2023. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Stockman Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Stockman Wealth Management sold 4,978 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $203K.
Stockman Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 11 quarters.
Stockman Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.01M in Q2 2023.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Stockman Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.