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von Borstel & Associates’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

von Borstel & Associates’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
-64,972
Closed -$2.91M – 165
2025
Q3 		$2.91M Buy
+64,972
New +$2.75M 0.45% 33

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

von Borstel & Associates's XLU Position: Q4 2025 in Review

von Borstel & Associates sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 64,972 shares — an estimated $2.91M sold.

von Borstel & Associates first reported a position in XLU in Q3 2025 and held it in 1 quarter. The position peaked at $2.91M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • von Borstel & Associates reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 64,972 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $2.91M.
  • von Borstel & Associates first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's State Street Utilities Select Sector SPDR ETF position peaked at $2.91M in Q3 2025.
  • 1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.