Vantage Financial Partners (Wisconsin)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$210K	Sell	4,918 -1,948	-28%	-$86.3K	0.04%	199
2025 Q3	$299K	Buy	6,866 +30	+0.4%	+$1.27K	0.06%	162
2025 Q2	$279K	Sell	6,836 -828	-11%	-$33K	0.06%	159
2025 Q1	$302K	Sell	7,664 -29,894	-80%	-$1.17M	0.08%	140
2024 Q4	$1.42M	Sell	37,558 -1,854	-5%	-$73.6K	0.36%	39
2024 Q3	$1.59M	Buy	39,412 +7,214	+22%	+$268K	0.39%	33
2024 Q2	$1.1M	Buy	32,198 +252	+0.8%	+$8.65K	0.28%	43
2024 Q1	$1.05M	Buy	+31,946	New	+$997K	0.28%	46

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

Vantage Financial Partners (Wisconsin)'s XLU Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 28% in Q4 2025, selling an estimated $86.3K and leaving 4,918 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #199.

Vantage Financial Partners (Wisconsin) first reported a position in XLU in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.59M in Q3 2024. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 4,918 shares of State Street Utilities Select Sector SPDR ETF worth $210K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 1,948 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $86.3K.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #199 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street Utilities Select Sector SPDR ETF position peaked at $1.59M in Q3 2024.
1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.