Wela Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Wela Strategies’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 Q3	$6.44M	Buy	147,590 +1,948	+1%	+$82.4K	2.44%	11
2025 Q2	$5.95M	Buy	145,642 +4,360	+3%	+$174K	2.35%	11
2025 Q1	$5.57M	Sell	141,282 -95,560	-40%	-$3.73M	2.35%	12
2024 Q4	$7.38M	Buy	+236,842	New	+$9.4M	3.18%	8

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Wela Strategies's XLU Position: Q3 2025 in Review

Wela Strategies increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.3% in Q3 2025, buying an estimated $82.4K and bringing the position to 147,590 shares worth $6.44M. The position accounts for 2.44% of the portfolio, ranked #11.

Wela Strategies first reported a position in XLU in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.38M in Q4 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Wela Strategies held 147,590 shares of State Street Utilities Select Sector SPDR ETF worth $6.44M as of Q3 2025.
Wela Strategies bought 1,948 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $82.4K.
State Street Utilities Select Sector SPDR ETF made up 2.44% of Wela Strategies's portfolio in Q3 2025, its #11 holding.
Wela Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Wela Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $7.38M in Q4 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.