Everstar Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Everstar Asset 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 Q2	$2.02M	Sell	44,592 -1,032	-2%	-$46.7K	0.98%	18
2026 Q1	$2.09M	Sell	45,624 -7,003	-13%	-$314K	1.11%	18
2025 Q4	$2.25M	Sell	52,627 -109	-0.2%	-$4.83K	1.2%	17
2025 Q3	$2.3M	Sell	52,736 -1,236	-2%	-$52.3K	1.3%	15
2025 Q2	$2.2M	Buy	53,972 +894	+2%	+$35.6K	1.34%	14
2025 Q1	$2.09M	Sell	53,078 -1,808	-3%	-$70.6K	1.39%	13
2024 Q4	$2.08M	Sell	54,886 -1,124	-2%	-$44.6K	1.47%	14
2024 Q3	$2.26M	Buy	+56,010	New	+$2.08M	1.55%	11

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

Everstar Asset Management's XLU Position: Q2 2026 in Review

Everstar Asset Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.3% in Q2 2026, selling an estimated $46.7K and leaving 44,592 shares worth $2.02M. The position accounts for 0.98% of the portfolio, ranked #18.

Everstar Asset Management first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.3M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Everstar Asset Management held 44,592 shares of State Street Utilities Select Sector SPDR ETF worth $2.02M as of Q2 2026.
Everstar Asset Management sold 1,032 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $46.7K.
State Street Utilities Select Sector SPDR ETF made up 0.98% of Everstar Asset Management's portfolio in Q2 2026, its #18 holding.
Everstar Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.3M in Q3 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.