Vermillion & White Wealth Management Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-20	Closed	-$863	–	546
2025 Q4	$863	Hold	20	–	–	﹤0.01%	539
2025 Q3	$891	Hold	20	–	–	﹤0.01%	533
2025 Q2	$834	Hold	20	–	–	﹤0.01%	499
2025 Q1	$806	Hold	20	–	–	﹤0.01%	487
2024 Q4	$773	Hold	20	–	–	﹤0.01%	351
2024 Q3	$825	Hold	20	–	–	﹤0.01%	320
2024 Q2	$696	Hold	20	–	–	﹤0.01%	349
2024 Q1	$671	Buy	+20	New	+$624	﹤0.01%	323

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vermillion & White Wealth Management Group's XLU Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 20 shares — an estimated $863 sold.

Vermillion & White Wealth Management Group first reported a position in XLU in Q1 2024 and held it in 8 quarters. The position peaked at $891 in Q3 2025. 1,599 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 20 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $863.
Vermillion & White Wealth Management Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's State Street Utilities Select Sector SPDR ETF position peaked at $891 in Q3 2025.
1,599 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.