Tyler-Stone Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Tyler-Stone Wealth 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 Q2	$2.89M	Buy	70,824 +6,414	+10%	+$256K	0.47%	48
2025 Q1	$2.54M	Buy	64,410 +3,438	+6%	+$134K	0.46%	51
2024 Q4	$2.31M	Buy	60,972 +16,122	+36%	+$640K	0.41%	50
2024 Q3	$1.81M	Buy	44,850 +22,502	+101%	+$835K	0.34%	63
2024 Q2	$761K	Buy	22,348 +502	+2%	+$17.2K	0.31%	61
2024 Q1	$717K	Sell	21,846 -1,022	-4%	-$31.9K	0.32%	65
2023 Q4	$724K	Sell	22,868 -470	-2%	-$14.4K	0.36%	61
2023 Q3	$688K	Buy	23,338 +1,996	+9%	+$64.3K	0.39%	54
2023 Q2	$698K	Buy	+21,342	New	+$719K	0.39%	53
2022 Q4	$749K	Buy	21,250 +156	+0.7%	+$5.3K	0.51%	45
2022 Q3	$691K	Buy	21,094 +178	+0.9%	+$6.52K	0.53%	42
2022 Q2	$733K	Buy	20,916 +216	+1%	+$7.82K	0.49%	47
2022 Q1	$771K	Buy	20,700 +916	+5%	+$31.8K	0.42%	52
2021 Q4	$708K	Buy	+19,784	New	+$667K	0.37%	53

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tyler-Stone Wealth Management's XLU Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 10% in Q2 2025, buying an estimated $256K and bringing the position to 70,824 shares worth $2.89M. The position accounts for 0.47% of the portfolio, ranked #48.

Tyler-Stone Wealth Management first reported a position in XLU in Q4 2021 and has held it in 14 quarters since. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Tyler-Stone Wealth Management held 70,824 shares of State Street Utilities Select Sector SPDR ETF worth $2.89M as of Q2 2025.
Tyler-Stone Wealth Management bought 6,414 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $256K.
State Street Utilities Select Sector SPDR ETF made up 0.47% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #48 holding.
Tyler-Stone Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.