XLU — SELECT SECTOR SPDR TR

Ownership history in Wealth Advisors of Iowa, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Wealth Advisors of Iowa, LLC reported a position in SELECT SECTOR SPDR TR (XLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.37% (2024 Q3)
Avg. % of fund
5.61%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 377,695 +194,225 +105.9% 5.29% $16.1M $42.69
2025 Q3 ADDED 183,470 +17,577 +10.6% 5.45% $16.0M $43.28
2025 Q2 ADDED 165,893 +1,607 +1.0% 5.06% $13.5M $40.26
2025 Q1 ADDED 164,286 +8,972 +5.8% 5.57% $13.0M $38.60
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLU price (monthly, adj. close)

Other funds also holding XLU

As of 2025 Q4 — sorted by position size

Laura & John Arnold Foundation 31.58% Georgetown University 3Y 7Y 16.28% CABANA LLC 3Y 7Y 12.48% Savior LLC 3Y 7.95% Algorithmic Investment Models, LLC 3Y 6.05% Moss Adams Wealth Advisors LLC 5.3% CTC Alternative Strategies, Ltd. 3Y 7Y 5.29% Biltmore Wealth Management, LLC 3Y 7Y 5.0% Waycross Investment Management Co 3Y 4.95% RATIONAL ADVISORS, INC. 3Y 7Y 4.23%
← Back to Wealth Advisors of Iowa, LLC Holdings