Tucker Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tucker Asset 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 Q4	$2.9M	Buy	67,983 +66,429	+4,275%	+$2.94M	0.85%	15
2025 Q3	$67.8K	Sell	1,554 -100,682	-98%	-$4.26M	0.02%	170
2025 Q2	$4.17M	Buy	102,236 +97,744	+2,176%	+$3.89M	1.33%	12
2025 Q1	$177K	Buy	+4,492	New	+$176K	0.06%	104
2024 Q3	–	Sell	-700	Closed	-$23.8K	–	1698
2024 Q2	$23.8K	Hold	700	–	–	0.01%	579
2024 Q1	$23K	Hold	700	–	–	0.01%	626
2023 Q4	$22.2K	Hold	700	–	–	0.01%	508
2023 Q3	$20.6K	Sell	700 -644	-48%	-$20.8K	0.01%	492
2023 Q2	$44K	Buy	1,344 +644	+92%	+$21.7K	0.01%	279
2023 Q1	$23.7K	Sell	700 -30	-4%	-$1.02K	0.01%	383
2022 Q4	$26K	Hold	730	–	–	0.01%	218
2022 Q3	$24.4K	Buy	730 +30	+4%	+$1.1K	0.01%	211
2022 Q2	$24.5K	Hold	700	–	–	0.01%	143
2022 Q1	$26.1K	Hold	700	–	–	0.01%	129
2021 Q4	$25K	Hold	700	–	–	0.01%	140
2021 Q3	$23.4K	Hold	700	–	–	0.01%	132
2021 Q2	$22.1K	Hold	700	–	–	0.01%	123
2021 Q1	$22.4K	Sell	700 -10	-1%	-$310	0.01%	126
2020 Q4	$22.3K	Buy	+710	New	+$22.5K	0.01%	125

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

Tucker Asset Management's XLU Position: Q4 2025 in Review

Tucker Asset Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4,275% in Q4 2025, buying an estimated $2.94M and bringing the position to 67,983 shares worth $2.9M. The position accounts for 0.85% of the portfolio, ranked #15.

Tucker Asset Management first reported a position in XLU in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.17M in Q2 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Tucker Asset Management held 67,983 shares of State Street Utilities Select Sector SPDR ETF worth $2.9M as of Q4 2025.
Tucker Asset Management bought 66,429 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $2.94M.
State Street Utilities Select Sector SPDR ETF made up 0.85% of Tucker Asset Management's portfolio in Q4 2025, its #15 holding.
Tucker Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2020 and has held it in 19 quarters since.
Tucker Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $4.17M in Q2 2025.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.