Truvestments Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Truvestments Capital’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 Q4	–	Sell	-1,000	Closed	-$43.6K	–	1106
2025 Q3	$43.6K	Hold	1,000	–	–	0.01%	465
2025 Q2	$40.8K	Hold	1,000	–	–	0.01%	430
2025 Q1	$39.4K	Hold	1,000	–	–	0.01%	441
2024 Q4	$37.8K	Hold	1,000	–	–	0.01%	414
2024 Q3	$40.4K	Buy	+1,000	New	+$37.1K	0.01%	389
2022 Q4	–	Sell	-160	Closed	-$5K	–	968
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	477
2022 Q2	$6K	Buy	+160	New	+$5.79K	﹤0.01%	469
2022 Q1	–	Sell	-160	Closed	-$6K	–	561
2021 Q4	$6K	Buy	+160	New	+$5.4K	﹤0.01%	468
2018 Q3	$132K	Buy	+5,000	New	+$133K	0.06%	220

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truvestments Capital's XLU Position: Q4 2025 in Review

Truvestments Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 1,000 shares — an estimated $43.6K sold.

Truvestments Capital first reported a position in XLU in Q3 2018 and held it in 9 quarters. The position peaked at $132K in Q3 2018. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Truvestments Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Truvestments Capital sold 1,000 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $43.6K.
Truvestments Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and held it in 9 quarters.
Truvestments Capital's State Street Utilities Select Sector SPDR ETF position peaked at $132K in Q3 2018.
1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Truvestments Capital's 13F filing for Q4 2025, filed 13 Feb 2026.