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AlTi Global’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

AlTi Global’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 		$3.48M Buy
76,662
+72,200
+1,618% +$3.27M 0.07% 128
2026
Q1 		$205K Buy
+4,462
New +$200K ﹤0.01% 421
2025
Q4 		– Sell
-12,950
Closed -$565K – 472
2025
Q3 		$565K Buy
+12,950
New +$548K 0.01% 303

Other funds holding XLU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

AlTi Global's XLU Position: Q2 2026 in Review

AlTi Global increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1,618% in Q2 2026, buying an estimated $3.27M and bringing the position to 76,662 shares worth $3.48M. The position accounts for 0.07% of the portfolio, ranked #128.

AlTi Global first reported a position in XLU in Q3 2025 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • AlTi Global held 76,662 shares of State Street Utilities Select Sector SPDR ETF worth $3.48M as of Q2 2026.
  • AlTi Global bought 72,200 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.27M.
  • State Street Utilities Select Sector SPDR ETF made up 0.07% of AlTi Global's portfolio in Q2 2026, its #128 holding.
  • AlTi Global first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,036 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.