XLU β€” UTILITIES SELECT SECTOR SPDR FUND

Ownership history in Wayfinding Financial, LLC  Β·  12 quarters on record

AI Ownership Summary

Wayfinding Financial, LLC reported UTILITIES SELECT SECTOR SPDR FUND (XLU) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.57% in 2023 Q4. The latest visible filing shows XLU at 1.15% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wayfinding Financial, LLC's position in UTILITIES SELECT SECTOR SPDR FUND, 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
2025 Q4

XLU was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Wayfinding Financial, LLC fund profile Wayfinding Financial, LLC full holdings
How Wayfinding Financial, LLC held XLU β€” position size vs. price
% of Fund (quarterly)    XLU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 63,895 +31,479 +97.1% 1.15% $2.7M 2026-02-14 (Est.) $46.18
2025 Q3 REDUCED 32,416 -238 -0.7% 1.22% $2.8M 2025-11-14 $43.74
2025 Q2 REDUCED 32,654 -1,044 -3.1% 1.27% $2.9M 2025-08-12 $42.24
2025 Q1 REDUCED 33,698 -805 -2.3% 1.16% $2.7M 2025-04-29 $38.55
2024 Q4 REDUCED 34,503 -3,834 -10.0% 1.40% $2.6M 2025-02-11 $38.32
2024 Q3 REDUCED 38,337 -1,784 -4.4% 2.30% $3.1M 2024-11-04 $36.96
2024 Q2 REDUCED 40,121 -953 -2.3% 1.54% $2.7M 2024-08-09 $35.01
2024 Q1 REDUCED 41,074 -18,595 -31.2% 1.69% $2.9M 2024-05-09 $33.65
2023 Q4 ADDED 59,669 +402 +0.7% 2.57% $3.8M 2024-01-10 $30.16
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XLU

As of 2026 Q1 β€” sorted by position size

First Financial Bank - Trust Division 3Y 7Y 1.45% Vigilare Wealth Management 3Y 0.26% BEACON FINANCIAL GROUP 3Y 7Y 0.03% Bangor Savings Bank 3Y 7Y 0.03%

FAQ About Wayfinding Financial, 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 Wayfinding Financial, LLC reported owning XLU?

Wayfinding Financial, LLC reported XLU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLU position in Wayfinding Financial, LLC's portfolio?

The largest reported portfolio weight for XLU was 2.57% in 2023 Q4.

What is the latest reported XLU position on this page?

The most recent filing on this page is 2025 Q4, when Wayfinding Financial, LLC reported 63,895 shares, equal to 1.15% of portfolio, with an estimated market value of $2.7M.

What does the chart on this XLU ownership page compare?

The chart compares Wayfinding Financial, 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.

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