Equitable Holdings’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Equitable Holdings’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	$26M	Sell	572,951 -82,157	-13%	-$3.72M	0.16%	133
2026 Q1	$28.1M	Buy	655,108 +38,504	+6%	+$1.73M	0.18%	115
2025 Q4	$26.3M	Buy	616,604 +117,884	+24%	+$5.22M	0.18%	115
2025 Q3	$21.7M	Buy	498,720 +27,372	+6%	+$1.16M	0.16%	122
2025 Q2	$19.2M	Buy	471,348 +59,076	+14%	+$2.35M	0.16%	121
2025 Q1	$16.3M	Buy	412,272 +37,540	+10%	+$1.47M	0.15%	125
2024 Q4	$14.2M	Buy	374,732 +28,364	+8%	+$1.13M	0.14%	133
2024 Q3	$14M	Buy	346,368 +75,830	+28%	+$2.81M	0.14%	132
2024 Q2	$9.22M	Buy	270,538 +113,112	+72%	+$3.88M	0.1%	170
2024 Q1	$5.17M	Buy	157,426 +11,472	+8%	+$358K	0.06%	233
2023 Q4	$4.62M	Buy	145,954 +10,394	+8%	+$318K	0.06%	234
2023 Q3	$3.99M	Sell	135,560 -10,288	-7%	-$332K	0.06%	232
2023 Q2	$4.77M	Buy	145,848 +42,310	+41%	+$1.42M	0.07%	195
2023 Q1	$3.5M	Sell	103,538 -11,630	-10%	-$394K	0.06%	225
2022 Q4	$4.06M	Sell	115,168 -12,288	-10%	-$418K	0.07%	183
2022 Q3	$4.17M	Buy	127,456 +55,784	+78%	+$2.04M	0.08%	171
2022 Q2	$2.51M	Sell	71,672 -19,900	-22%	-$720K	0.05%	231
2022 Q1	$3.41M	Buy	91,572 +52,456	+134%	+$1.82M	0.06%	205
2021 Q4	$1.4M	Buy	39,116 +5,894	+18%	+$199K	0.02%	344
2021 Q3	$1.06M	Buy	33,222 +5,956	+22%	+$199K	0.02%	366
2021 Q2	$862K	Buy	27,266 +1,426	+6%	+$46.7K	0.01%	407
2021 Q1	$827K	Buy	25,840 +1,748	+7%	+$54.2K	0.02%	391
2020 Q4	$755K	Sell	24,092 -48,454	-67%	-$1.53M	0.02%	370
2020 Q3	$2.15M	Sell	72,546 -4,026	-5%	-$119K	0.06%	194
2020 Q2	$2.16M	Buy	76,572 +46,376	+154%	+$1.34M	0.06%	193
2020 Q1	$837K	Buy	30,196 +6,362	+27%	+$203K	0.03%	283
2019 Q4	$770K	Buy	+23,834	New	+$757K	0.02%	332

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

Equitable Holdings's XLU Position: Q2 2026 in Review

Equitable Holdings reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 13% in Q2 2026, selling an estimated $3.72M and leaving 572,951 shares worth $26M. The position accounts for 0.16% of the portfolio, ranked #133.

Equitable Holdings first reported a position in XLU in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.1M in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Equitable Holdings held 572,951 shares of State Street Utilities Select Sector SPDR ETF worth $26M as of Q2 2026.
Equitable Holdings sold 82,157 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.72M.
State Street Utilities Select Sector SPDR ETF made up 0.16% of Equitable Holdings's portfolio in Q2 2026, its #133 holding.
Equitable Holdings first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Equitable Holdings's State Street Utilities Select Sector SPDR ETF position peaked at $28.1M in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.