Welch Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Welch 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
2025 Q1	–	Sell	-22,510	Closed	-$853K	–	279
2024 Q4	$853K	Buy	+22,510	New	+$893K	0.04%	109
2024 Q1	–	Sell	-9,004	Closed	-$285K	–	247
2023 Q4	$285K	Buy	+9,004	New	+$275K	0.02%	181
2020 Q4	–	Sell	-29,086	Closed	-$864K	–	152
2020 Q3	$864K	Buy	+29,086	New	+$863K	0.08%	70

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MMH

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

Welch Group's XLU Position: Q1 2025 in Review

Welch Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 22,510 shares — an estimated $853K sold.

Welch Group first reported a position in XLU in Q3 2020 and held it in 3 quarters. The position peaked at $864K in Q3 2020. 1,354 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Welch Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Welch Group sold 22,510 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $853K.
Welch Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
Welch Group's State Street Utilities Select Sector SPDR ETF position peaked at $864K in Q3 2020.
1,354 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Welch Group's 13F filing for Q1 2025, filed 8 Apr 2025.