RAFFA WEALTH MANAGEMENT, LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	–	Sell	-162	Closed	-$6.39K	–	1144
2025 Q1	$6.39K	Sell	162 -120	-43%	-$4.69K	﹤0.01%	395
2024 Q4	$10.7K	Buy	+282	New	+$11.2K	﹤0.01%	315
2022 Q1	–	Sell	-120	Closed	-$4.29K	–	1162
2021 Q4	$4.29K	Buy	+120	New	+$4.05K	﹤0.01%	457
2016 Q4	–	Sell	-6,162	Closed	-$151K	–	904
2016 Q3	$151K	Buy	+6,162	New	+$156K	0.08%	63

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

RAFFA WEALTH MANAGEMENT, LLC's XLU Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 162 shares — an estimated $6.39K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLU in Q3 2016 and held it in 4 quarters. The position peaked at $151K in Q3 2016. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 162 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $6.39K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and held it in 4 quarters.
RAFFA WEALTH MANAGEMENT, LLC's State Street Utilities Select Sector SPDR ETF position peaked at $151K in Q3 2016.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.