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

Transform Wealth’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	-15,270	Closed	-$578K	–	273
2024 Q4	$578K	Sell	15,270 -2,224	-13%	-$88.3K	0.03%	167
2024 Q3	$707K	Sell	17,494 -460	-3%	-$17.1K	0.05%	127
2024 Q2	$612K	Sell	17,954 -412	-2%	-$14.2K	0.05%	133
2024 Q1	$603K	Sell	18,366 -1,642	-8%	-$51.3K	0.06%	140
2023 Q4	$634K	Buy	+20,008	New	+$612K	0.06%	157
2023 Q2	–	Sell	-20,614	Closed	-$698K	–	277
2023 Q1	$698K	Sell	20,614 -66,156	-76%	-$2.24M	0.07%	149
2022 Q4	$3.06M	Sell	86,770 -24,958	-22%	-$848K	0.34%	79
2022 Q3	$3.66M	Buy	111,728 +104,630	+1,474%	+$3.83M	0.48%	62
2022 Q2	$249K	Buy	+7,098	New	+$257K	0.04%	176
2021 Q2	–	Sell	-9,592	Closed	-$307K	–	235
2021 Q1	$307K	Sell	9,592 -61,826	-87%	-$1.92M	0.06%	183
2020 Q4	$2.24M	Buy	71,418 +55,350	+344%	+$1.75M	0.47%	68
2020 Q3	$477K	Sell	16,068 -5,294	-25%	-$157K	0.08%	147
2020 Q2	$603K	Sell	21,362 -125,592	-85%	-$3.62M	0.1%	136
2020 Q1	$4.07M	Buy	146,954 +138,694	+1,679%	+$4.44M	0.87%	44
2019 Q4	$267K	Buy	8,260 +706	+9%	+$22.4K	0.04%	198
2019 Q3	$245K	Sell	7,554 -76,842	-91%	-$2.37M	0.04%	192
2019 Q2	$2.52M	Buy	+84,396	New	+$2.48M	0.37%	87
2016 Q4	–	Sell	-69,262	Closed	-$1.7M	–	221
2016 Q3	$1.7M	Buy	69,262 +3,210	+5%	+$81.5K	0.73%	33
2016 Q2	$1.73M	Buy	+66,052	New	+$1.63M	0.73%	34

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

Transform Wealth's XLU Position: Q1 2025 in Review

Transform Wealth sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 15,270 shares — an estimated $578K sold.

Transform Wealth first reported a position in XLU in Q2 2016 and held it in 19 quarters. The position peaked at $4.07M in Q1 2020. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Transform Wealth reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 15,270 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $578K.
Transform Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and held it in 19 quarters.
Transform Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $4.07M in Q1 2020.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.