Successful Portfolios’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Successful Portfolios’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 Q2	$390K	Hold	8,598	–	–	0.18%	111
2026 Q1	$395K	Buy	8,598 +720	+9%	+$32.3K	0.22%	94
2025 Q4	$336K	Buy	7,878 +30	+0.4%	+$1.33K	0.17%	121
2025 Q3	$342K	Sell	7,848 -464	-6%	-$19.6K	0.2%	103
2025 Q2	$339K	Hold	8,312	–	–	0.21%	100
2025 Q1	$328K	Hold	8,312	–	–	0.22%	93
2024 Q4	$315K	Hold	8,312	–	–	0.21%	99
2024 Q3	$336K	Buy	8,312 +280	+3%	+$10.4K	0.23%	94
2024 Q2	$274K	Sell	8,032 -800	-9%	-$27.5K	0.19%	110
2024 Q1	$290K	Sell	8,832 -220	-2%	-$6.87K	0.2%	108
2023 Q4	$287K	Buy	9,052 +780	+9%	+$23.8K	0.21%	113
2023 Q3	$244K	Buy	8,272 +114	+1%	+$3.67K	0.22%	110
2023 Q2	$267K	Sell	8,158 -2,278	-22%	-$76.7K	0.23%	101
2023 Q1	$353K	Sell	10,436 -1,974	-16%	-$66.9K	0.22%	114
2022 Q4	$437K	Buy	12,410 +30	+0.2%	+$1.02K	0.29%	93
2022 Q3	$406K	Hold	12,380	–	–	0.29%	87
2022 Q2	$434K	Buy	12,380 +150	+1%	+$5.43K	0.29%	90
2022 Q1	$455K	Sell	12,230 -30	-0.2%	-$1.04K	0.26%	100
2021 Q4	$439K	Sell	12,260 -60	-0.5%	-$2.02K	0.24%	109
2021 Q3	$394K	Sell	12,320 -100	-0.8%	-$3.34K	0.24%	114
2021 Q2	$393K	Hold	12,420	–	–	0.24%	112
2021 Q1	$398K	Hold	12,420	–	–	0.26%	105
2020 Q4	$389K	Buy	12,420 +800	+7%	+$25.3K	0.28%	98
2020 Q3	$345K	Buy	11,620 +100	+0.9%	+$2.97K	0.28%	98
2020 Q2	$325K	Sell	11,520 -510	-4%	-$14.7K	0.29%	97
2020 Q1	$333K	Buy	12,030 +1,582	+15%	+$50.6K	0.34%	87
2019 Q4	$338K	Hold	10,448	–	–	0.3%	95
2019 Q3	$338K	Buy	10,448 +100	+1%	+$3.08K	0.32%	90
2019 Q2	$309K	Hold	10,348	–	–	0.33%	91
2019 Q1	$301K	Hold	10,348	–	–	0.33%	92
2018 Q4	$274K	Buy	10,348 +20	+0.2%	+$544	0.35%	89
2018 Q3	$272K	Hold	10,328	–	–	0.3%	105
2018 Q2	$268K	Buy	10,328 +94	+0.9%	+$2.36K	0.31%	100
2018 Q1	$259K	Buy	10,234 +380	+4%	+$9.48K	0.31%	102
2017 Q4	$260K	Buy	+9,854	New	+$270K	0.32%	100

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return