HIGHLINE WEALTH PARTNERS LLC XLU — Utilities Select Sector SPDR ETF

Ownership history in HIGHLINE WEALTH PARTNERS LLC  ·  7 quarters on record

AI Ownership Summary

HIGHLINE WEALTH PARTNERS LLC reported Utilities Select Sector SPDR ETF (XLU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows XLU at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HIGHLINE WEALTH PARTNERS LLC's position in Utilities Select Sector SPDR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLU was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLU stock page HIGHLINE WEALTH PARTNERS LLC fund profile HIGHLINE WEALTH PARTNERS LLC full holdings
How HIGHLINE WEALTH PARTNERS LLC held XLU — position size vs. price
% of Fund (quarterly)    XLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,784 +173 +1.8% 0.11% $449K 2026-04-06 $46.17
2025 Q4 ADDED — — — 9,611 +5,199 +117.8% 0.12% $410K 2026-01-15 $43.31
2025 Q3 ADDED — — — 4,412 +1,250 +39.5% 0.10% $385K 2025-10-14 $45.19
2025 Q2 UNCHANGED — — — 3,162 — 0% 0.08% $258K 2025-07-16 $40.16
2025 Q1 ADDED — — — 3,162 +705 +28.7% 0.08% $249K 2025-04-17 $37.81
2024 Q4 ADDED — — — 2,457 +856 +53.5% 0.06% $186K 2025-01-10 $36.49
2024 Q3 INITIATED — — — 1,601 — — 0.05% $101K 2024-10-29 $37.96

🏢 Other funds also holding XLU

As of 2026 Q1 — sorted by position size

Savior LLC 3Y 7.71% Waycross Investment Management Co 3Y 6.2% Madison Park Capital Advisors, LLC 6.08% Moss Adams Wealth Advisors LLC 6.03% Biltmore Wealth Management, LLC 3Y 7Y 4.89% Kropog Financial Group, LLC 4.66% PARAGON FINANCIAL PARTNERS, INC. 3Y 4.0% FLOYD FINANCIAL GROUP LLC 3.76% BLUELINE ADVISORS LLC 3.15% Retireful, LLC 3Y 3.13%

FAQ About HIGHLINE WEALTH PARTNERS LLC and XLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has HIGHLINE WEALTH PARTNERS LLC reported owning XLU?

HIGHLINE WEALTH PARTNERS LLC reported XLU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XLU position in HIGHLINE WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for XLU was 0.12% in 2025 Q4.

What is the latest reported XLU position on this page?

The most recent filing on this page is 2026 Q1, when HIGHLINE WEALTH PARTNERS LLC reported 9,784 shares, equal to 0.11% of portfolio, with an estimated market value of $449K.

What does the chart on this XLU ownership page compare?

The chart compares HIGHLINE WEALTH PARTNERS LLC's quarterly XLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HIGHLINE WEALTH PARTNERS LLC time their XLU position?

Based on 13F filing dates vs. subsequent XLU price moves, HIGHLINE WEALTH PARTNERS LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on XLU relative to SPY over the holding period was +2.8%.

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