Axiom Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Axiom Investment 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	$3.83M	Buy	+83,518	New	+$3.75M	2.92%	6
2019 Q3	–	Sell	-4,470	Closed	-$133K	–	432
2019 Q2	$133K	Hold	4,470	–	–	0.02%	375
2019 Q1	$130K	Buy	+4,470	New	+$124K	0.02%	366

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Axiom Investment Management's XLU Position: Q1 2026 in Review

Axiom Investment Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 83,518 shares worth $3.83M. The stake represents 2.92% of the portfolio and ranks #6 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in XLU as recently as Q2 2019.

Axiom Investment Management first reported a position in XLU in Q1 2019 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Axiom Investment Management held 83,518 shares of State Street Utilities Select Sector SPDR ETF worth $3.83M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Axiom Investment Management position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 2.92% of Axiom Investment Management's portfolio in Q1 2026, its #6 holding.
Axiom Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 3 quarters since.
1,589 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.