Weybosset Research & Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Weybosset Research & Management’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	-5,400	Closed	-$204K	–	53
2024 Q4	$204K	Hold	5,400	–	–	0.07%	51
2024 Q3	$218K	Buy	+5,400	New	+$200K	0.07%	51
2023 Q2	–	Sell	-8,000	Closed	-$271K	–	61
2023 Q1	$271K	Hold	8,000	–	–	0.1%	46
2022 Q4	$282K	Hold	8,000	–	–	0.11%	43
2022 Q3	$262K	Buy	+8,000	New	+$293K	0.12%	41

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Weybosset Research & Management's XLU Position: Q1 2025 in Review

Weybosset Research & Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2025, closing a stake of 5,400 shares — an estimated $204K sold.

Weybosset Research & Management first reported a position in XLU in Q3 2022 and held it in 5 quarters. The position peaked at $282K in Q4 2022. 1,358 funds tracked by Wall St. Rank hold XLU as of Q1 2025.

Weybosset Research & Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Weybosset Research & Management sold 5,400 State Street Utilities Select Sector SPDR ETF shares in Q1 2025, an estimated $204K.
Weybosset Research & Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Weybosset Research & Management's State Street Utilities Select Sector SPDR ETF position peaked at $282K in Q4 2022.
1,358 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2025.

Based on Weybosset Research & Management's 13F filing for Q1 2025, filed 9 Apr 2025.