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

WMG Financial Advisors’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	–	Sell	-8,502	Closed	-$347K	–	220
2025 Q2	$347K	Buy	+8,502	New	+$339K	0.13%	111
2025 Q1	–	Sell	-10,540	Closed	-$399K	–	184
2024 Q4	$399K	Sell	10,540 -1,032	-9%	-$41K	0.17%	84
2024 Q3	$467K	Buy	11,572 +3,638	+46%	+$135K	0.21%	72
2024 Q2	$270K	Buy	+7,934	New	+$272K	0.14%	111
2023 Q3	–	Sell	-7,392	Closed	-$242K	–	126
2023 Q2	$242K	Buy	7,392 +128	+2%	+$4.31K	0.18%	95
2023 Q1	$266K	Sell	7,264 -1,594	-18%	-$54K	0.22%	80
2022 Q4	$312K	Buy	8,858 +252	+3%	+$8.57K	0.27%	80
2022 Q3	$284K	Buy	+8,606	New	+$315K	0.26%	84

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

WMG Financial Advisors's XLU Position: Q3 2025 in Review

WMG Financial Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 8,502 shares — an estimated $347K sold.

WMG Financial Advisors first reported a position in XLU in Q3 2022 and held it in 8 quarters. The position peaked at $467K in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

WMG Financial Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
WMG Financial Advisors sold 8,502 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $347K.
WMG Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2022 and held it in 8 quarters.
WMG Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $467K in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on WMG Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.