Anfield Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Anfield Capital Management’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 Q1	$2.27M	Buy	49,470 +4,225	+9%	+$190K	0.62%	41
2025 Q4	$1.93M	Buy	45,245 +45,067	+25,319%	+$2M	0.61%	46
2025 Q3	$7.76K	Hold	178	–	–	﹤0.01%	357
2025 Q2	$7.27K	Hold	178	–	–	﹤0.01%	336
2025 Q1	$7.02K	Sell	178 -3,142	-95%	-$123K	﹤0.01%	287
2024 Q4	$126K	Hold	3,320	–	–	0.05%	85
2024 Q3	$134K	Buy	+3,320	New	+$123K	0.05%	81
2023 Q2	–	Sell	-143,816	Closed	-$4.87M	–	76
2023 Q1	$4.87M	Buy	143,816 +728	+0.5%	+$24.7K	2.25%	10
2022 Q4	$5.04M	Sell	143,088 -45,100	-24%	-$1.53M	2.46%	10
2022 Q3	$6.16M	Buy	188,188 +4,356	+2%	+$160K	2.94%	8
2022 Q2	$6.45M	Buy	+183,832	New	+$6.65M	2.92%	8
2021 Q3	–	Sell	-102	Closed	-$3K	–	265
2021 Q2	$3K	Buy	+102	New	+$3.34K	﹤0.01%	198
2021 Q1	–	Sell	-58,608	Closed	-$1.84M	–	105
2020 Q4	$1.84M	Buy	58,608 +548	+0.9%	+$17.3K	0.78%	35
2020 Q3	$1.72M	Sell	58,060 -12,588	-18%	-$374K	0.99%	29
2020 Q2	$2.01M	Buy	70,648 +52,554	+290%	+$1.52M	0.79%	28
2020 Q1	$501K	Buy	18,094 +11,580	+178%	+$370K	0.29%	62
2019 Q4	$224K	Buy	+6,514	New	+$207K	0.09%	112

Other funds holding XLU

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

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

Anfield Capital Management's XLU Position: Q1 2026 in Review

Anfield Capital Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.3% in Q1 2026, buying an estimated $190K and bringing the position to 49,470 shares worth $2.27M. The position accounts for 0.62% of the portfolio, ranked #41.

Anfield Capital Management first reported a position in XLU in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.45M in Q2 2022. 1,597 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Anfield Capital Management held 49,470 shares of State Street Utilities Select Sector SPDR ETF worth $2.27M as of Q1 2026.
Anfield Capital Management bought 4,225 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $190K.
State Street Utilities Select Sector SPDR ETF made up 0.62% of Anfield Capital Management's portfolio in Q1 2026, its #41 holding.
Anfield Capital Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 17 quarters since.
Anfield Capital Management's State Street Utilities Select Sector SPDR ETF position peaked at $6.45M in Q2 2022.
1,597 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.