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

Corundum 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 Q2	$2.42M	Buy	53,375 +1,427	+3%	+$64.6K	0.72%	31
2026 Q1	$2.38M	Buy	51,948 +9,257	+22%	+$415K	0.8%	27
2025 Q4	$1.82M	Sell	42,691 -2,969	-7%	-$131K	0.61%	32
2025 Q3	$1.99M	Buy	45,660 +354	+0.8%	+$15K	0.82%	25
2025 Q2	$1.85M	Sell	45,306 -190	-0.4%	-$7.57K	0.82%	26
2025 Q1	$1.79M	Sell	45,496 -25,146	-36%	-$982K	0.86%	25
2024 Q4	$2.67M	Buy	70,642 +25,976	+58%	+$1.03M	1%	24
2024 Q3	$1.8M	Sell	44,666 -25,436	-36%	-$944K	0.82%	25
2024 Q2	$2.39M	Buy	70,102 +25,614	+58%	+$880K	0.93%	26
2024 Q1	$1.46M	Sell	44,488 -532	-1%	-$16.6K	0.7%	28
2023 Q4	$1.43M	Buy	+45,020	New	+$1.38M	0.71%	28

Other funds holding XLU

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

Corundum Group's XLU Position: Q2 2026 in Review

Corundum Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q2 2026, buying an estimated $64.6K and bringing the position to 53,375 shares worth $2.42M. The position accounts for 0.72% of the portfolio, ranked #31.

Corundum Group first reported a position in XLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67M in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Corundum Group held 53,375 shares of State Street Utilities Select Sector SPDR ETF worth $2.42M as of Q2 2026.
Corundum Group bought 1,427 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $64.6K.
State Street Utilities Select Sector SPDR ETF made up 0.72% of Corundum Group's portfolio in Q2 2026, its #31 holding.
Corundum Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Corundum Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.67M in Q4 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Corundum Group's 13F filing for Q2 2026, filed 7 Aug 2026.