Wayfinding Financial’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wayfinding Financial’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	$2.89M	Sell	62,901 -994	-2%	-$44.6K	1.25%	21
2025 Q4	$2.73M	Sell	63,895 -937	-1%	-$41.5K	1.15%	20
2025 Q3	$2.83M	Sell	64,832 -476	-0.7%	-$20.1K	1.22%	23
2025 Q2	$2.85M	Sell	65,308 -2,088	-3%	-$83.2K	1.28%	23
2025 Q1	$2.66M	Sell	67,396 -1,610	-2%	-$62.9K	1.16%	20
2024 Q4	$2.61M	Sell	69,006 -7,668	-10%	-$304K	1.4%	18
2024 Q3	$3.1M	Sell	76,674 -3,568	-4%	-$132K	2.3%	14
2024 Q2	$2.73M	Sell	80,242 -1,906	-2%	-$65.5K	1.54%	16
2024 Q1	$2.89M	Sell	82,148 -37,190	-31%	-$1.16M	1.69%	16
2023 Q4	$3.78M	Buy	119,338 +804	+0.7%	+$24.6K	2.57%	9
2023 Q3	$3.33M	Sell	118,534 -3,256	-3%	-$105K	2.52%	9
2023 Q2	$4.08M	Sell	121,790 -3,780	-3%	-$127K	2.84%	8
2023 Q1	$4.25M	Buy	+125,570	New	+$4.26M	3.23%	7

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wayfinding Financial's XLU Position: Q1 2026 in Review

Wayfinding Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.6% in Q1 2026, selling an estimated $44.6K and leaving 62,901 shares worth $2.89M. The position accounts for 1.25% of the portfolio, ranked #21.

Wayfinding Financial first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.25M in Q1 2023. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Wayfinding Financial held 62,901 shares of State Street Utilities Select Sector SPDR ETF worth $2.89M as of Q1 2026.
Wayfinding Financial sold 994 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $44.6K.
State Street Utilities Select Sector SPDR ETF made up 1.25% of Wayfinding Financial's portfolio in Q1 2026, its #21 holding.
Wayfinding Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Wayfinding Financial's State Street Utilities Select Sector SPDR ETF position peaked at $4.25M in Q1 2023.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.