AlphaGrep UK
XLU icon

AlphaGrep UK’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

AlphaGrep UK’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
Q3 		$297K Buy
7,537
+2,747
+57% +$119K 0.09% 492
2026
Q2 		$217K Buy
+4,790
New +$217K 0.06% 658

Other funds holding XLU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

AlphaGrep UK's XLU Position: Q3 2026 in Review

AlphaGrep UK increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 57% in Q3 2026, buying an estimated $119K and bringing the position to 7,537 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #492.

AlphaGrep UK first reported a position in XLU in Q2 2026 and has held it in 2 quarters since. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • AlphaGrep UK held 7,537 shares of State Street Utilities Select Sector SPDR ETF worth $297K as of Q3 2026.
  • AlphaGrep UK bought 2,747 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $119K.
  • State Street Utilities Select Sector SPDR ETF made up 0.09% of AlphaGrep UK's portfolio in Q3 2026, its #492 holding.
  • AlphaGrep UK first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.