Tranquility Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tranquility Partners’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 Q1	$690K	Sell	15,489 -509	-3%	-$22.8K	0.26%	96
2025 Q4	$683K	Buy	15,998 +6,032	+61%	+$267K	0.25%	99
2025 Q3	$435K	Sell	9,966 -1,670	-14%	-$70.6K	0.15%	153
2025 Q2	$475K	Sell	11,636 -242	-2%	-$9.64K	0.17%	137
2025 Q1	$468K	Buy	11,878 +14	+0.1%	+$547	0.18%	129
2024 Q4	$449K	Sell	11,864 -6,932	-37%	-$275K	0.17%	136
2024 Q3	$759K	Sell	18,796 -228	-1%	-$8.46K	0.28%	97
2024 Q2	$648K	Sell	19,024 -544	-3%	-$18.7K	0.25%	108
2024 Q1	$642K	Sell	19,568 -90	-0.5%	-$2.81K	0.25%	110
2023 Q4	$622K	Sell	19,658 -4,548	-19%	-$139K	0.26%	100
2023 Q3	$713K	Sell	24,206 -5,198	-18%	-$168K	0.31%	86
2023 Q2	$962K	Buy	29,404 +138	+0.5%	+$4.65K	0.41%	66
2023 Q1	$991K	Buy	29,266 +40	+0.1%	+$1.36K	0.47%	56
2022 Q4	$1.03M	Buy	29,226 +8,586	+42%	+$292K	0.52%	54
2022 Q3	$676K	Sell	20,640 -372	-2%	-$13.6K	0.38%	74
2022 Q2	$737K	Buy	21,012 +1,610	+8%	+$58.3K	0.38%	73
2022 Q1	$722K	Buy	19,402 +30	+0.2%	+$1.04K	0.34%	82
2021 Q4	$693K	Sell	19,372 -10	-0.1%	-$337	0.32%	88
2021 Q3	$619K	Buy	19,382 +756	+4%	+$25.3K	0.31%	89
2021 Q2	$589K	Buy	18,626 +4	+0%	+$131	0.33%	88
2021 Q1	$596K	Buy	18,622 +6,376	+52%	+$198K	0.37%	87
2020 Q4	$384K	Sell	12,246 -1,394	-10%	-$44.1K	0.27%	99
2020 Q3	$405K	Buy	13,640 +1,000	+8%	+$29.7K	0.34%	88
2020 Q2	$357K	Buy	+12,640	New	+$364K	0.34%	90
2019 Q4	–	Sell	-11,014	Closed	-$357K	–	162
2019 Q3	$357K	Hold	11,014	–	–	0.38%	88
2019 Q2	$328K	Buy	+11,014	New	+$323K	0.35%	92

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Tranquility Partners's XLU Position: Q1 2026 in Review

Tranquility Partners reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.2% in Q1 2026, selling an estimated $22.8K and leaving 15,489 shares worth $690K. The position accounts for 0.26% of the portfolio, ranked #96.

Tranquility Partners first reported a position in XLU in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Tranquility Partners held 15,489 shares of State Street Utilities Select Sector SPDR ETF worth $690K as of Q1 2026.
Tranquility Partners sold 509 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $22.8K.
State Street Utilities Select Sector SPDR ETF made up 0.26% of Tranquility Partners's portfolio in Q1 2026, its #96 holding.
Tranquility Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 26 quarters since.
Tranquility Partners's State Street Utilities Select Sector SPDR ETF position peaked at $1.03M in Q4 2022.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.