10Elms LLP’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

10Elms LLP’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
2026 Q2	$1.16M	Buy	25,533 +2,529	+11%	+$115K	0.49%	41
2026 Q1	$1.06M	Buy	23,004 +7,858	+52%	+$353K	0.67%	38
2025 Q4	$647K	Sell	15,146 -130	-0.9%	-$5.76K	0.59%	32
2025 Q3	$666K	Sell	15,276 -60	-0.4%	-$2.54K	0.6%	32
2025 Q2	$626K	Sell	15,336 -1,940	-11%	-$77.3K	0.6%	34
2025 Q1	$681K	Sell	17,276 -160	-0.9%	-$6.25K	0.68%	27
2024 Q4	$660K	Buy	+17,436	New	+$692K	0.68%	31

Other funds holding XLU

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

10Elms LLP's XLU Position: Q2 2026 in Review

10Elms LLP increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, buying an estimated $115K and bringing the position to 25,533 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #41.

10Elms LLP first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

10Elms LLP held 25,533 shares of State Street Utilities Select Sector SPDR ETF worth $1.16M as of Q2 2026.
10Elms LLP bought 2,529 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $115K.
State Street Utilities Select Sector SPDR ETF made up 0.49% of 10Elms LLP's portfolio in Q2 2026, its #41 holding.
10Elms LLP first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.