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Citizens Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Citizens Financial Group’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 		$1.81M Sell
39,386
-2,724
-6% -$122K 0.03% 296
2025
Q4 		$1.8M Buy
42,110
+1,324
+3% +$58.6K 0.02% 297
2025
Q3 		$1.78M Sell
40,786
-1,402
-3% -$59.3K 0.02% 300
2025
Q2 		$1.72M Buy
42,188
+4,354
+12% +$173K 0.03% 271
2025
Q1 		$1.49M Sell
37,834
-2,984
-7% -$117K 0.03% 268
2024
Q4 		$1.54M Buy
40,818
+1,274
+3% +$50.6K 0.03% 245
2024
Q3 		$1.6M Buy
39,544
+2,926
+8% +$109K 0.03% 239
2024
Q2 		$1.25M Buy
36,618
+1,346
+4% +$46.2K 0.03% 252
2024
Q1 		$1.16M Buy
35,272
+182
+0.5% +$5.68K 0.04% 195
2023
Q4 		$1.11M Sell
35,090
-4,752
-12% -$145K 0.04% 212
2023
Q3 		$1.17M Sell
39,842
-2,100
-5% -$67.7K 0.05% 179
2023
Q2 		$1.37M Buy
41,942
+9,018
+27% +$304K 0.05% 187
2023
Q1 		$1.11M Sell
32,924
-2,142
-6% -$72.6K 0.04% 212
2022
Q4 		$1.24M Buy
35,066
+826
+2% +$28.1K 0.05% 179
2022
Q3 		$1.12M Buy
34,240
+148
+0.4% +$5.42K 0.05% 180
2022
Q2 		$1.2M Sell
34,092
-140
-0.4% -$5.07K 0.05% 179
2022
Q1 		$1.27M Buy
34,232
+238
+0.7% +$8.25K 0.04% 188
2021
Q4 		$1.22M Buy
33,994
+466
+1% +$15.7K 0.04% 201
2021
Q3 		$1.07M Buy
+33,528
New +$1.12M 0.04% 206
2020
Q4 		– Sell
-8,140
Closed -$242K – 299
2020
Q3 		$242K Sell
8,140
-1,272
-14% -$37.7K 0.02% 224
2020
Q2 		$266K Sell
9,412
-98,654
-91% -$2.84M 0.02% 247
2020
Q1 		$2.99M Sell
108,066
-170,422
-61% -$5.45M 0.24% 91
2019
Q4 		$9M Sell
278,488
-12,770
-4% -$406K 0.6% 60
2019
Q3 		$9.43M Sell
291,258
-5,072
-2% -$156K 0.68% 53
2019
Q2 		$8.84M Sell
296,330
-2,414
-0.8% -$70.9K 0.65% 58
2019
Q1 		$8.69M Buy
298,744
+294,742
+7,365% +$8.2M 0.64% 54
2018
Q4 		$106K Sell
4,002
-1,258
-24% -$34.2K 0.01% 239
2018
Q3 		$138K Buy
5,260
+130
+3% +$3.45K 0.01% 242
2018
Q2 		$133K Hold
5,130
– – 0.01% 238
2018
Q1 		$130K Hold
5,130
– – 0.01% 251
2017
Q4 		$135K Hold
5,130
– – 0.01% 256
2017
Q3 		$136K Hold
5,130
– – 0.01% 254
2017
Q2 		$133K Hold
5,130
– – 0.01% 262
2017
Q1 		$132K Hold
5,130
– – 0.01% 266
2016
Q4 		$124K Sell
5,130
-2,000
-28% -$47.8K 0.01% 265
2016
Q3 		$175K Hold
7,130
– – 0.02% 246
2016
Q2 		$187K Hold
7,130
– – 0.02% 234
2016
Q1 		$177K Sell
7,130
-1,250
-15% -$28.9K 0.02% 234
2015
Q4 		$181K Buy
+8,380
New +$182K 0.02% 241

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citizens Financial Group's XLU Position: Q1 2026 in Review

Citizens Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.5% in Q1 2026, selling an estimated $122K and leaving 39,386 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #296.

Citizens Financial Group first reported a position in XLU in Q4 2015 and has held it in 39 quarters since. The position peaked at $9.43M in Q3 2019. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Citizens Financial Group held 39,386 shares of State Street Utilities Select Sector SPDR ETF worth $1.81M as of Q1 2026.
  • Citizens Financial Group sold 2,724 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $122K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Citizens Financial Group's portfolio in Q1 2026, its #296 holding.
  • Citizens Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 39 quarters since.
  • Citizens Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $9.43M in Q3 2019.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.