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 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 $1.37T 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

Corundum Group's XLU Position: Q1 2026 in Review

Corundum Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 22% in Q1 2026, buying an estimated $415K and bringing the position to 51,948 shares worth $2.38M. The position accounts for 0.8% of the portfolio, ranked #27.

Corundum Group first reported a position in XLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Corundum Group held 51,948 shares of State Street Utilities Select Sector SPDR ETF worth $2.38M as of Q1 2026.
Corundum Group bought 9,257 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $415K.
State Street Utilities Select Sector SPDR ETF made up 0.8% of Corundum Group's portfolio in Q1 2026, its #27 holding.
Corundum Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Corundum Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.67M in Q4 2024.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.