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

West Coast 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
2025 Q2	–	Sell	-8,400	Closed	-$331K	–	158
2025 Q1	$331K	Hold	8,400	–	–	0.04%	130
2024 Q4	$318K	Hold	8,400	–	–	0.04%	130
2024 Q3	$339K	Hold	8,400	–	–	0.04%	136
2024 Q2	$286K	Hold	8,400	–	–	0.03%	139
2024 Q1	$276K	Hold	8,400	–	–	0.03%	141
2023 Q4	$266K	Hold	8,400	–	–	0.03%	141
2023 Q3	$248K	Hold	8,400	–	–	0.04%	131
2023 Q2	$275K	Buy	+8,400	New	+$283K	0.04%	131

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 $445B AUM 25.58% 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

West Coast Financial's XLU Position: Q2 2025 in Review

West Coast Financial sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2025, closing a stake of 8,400 shares — an estimated $331K sold.

West Coast Financial first reported a position in XLU in Q2 2023 and held it in 8 quarters. The position peaked at $339K in Q3 2024. 1,394 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

West Coast Financial reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 8,400 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $331K.
West Coast Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
West Coast Financial's State Street Utilities Select Sector SPDR ETF position peaked at $339K in Q3 2024.
1,394 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.