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IFC & Insurance Marketing’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-660
Closed -$28K – 713
2025
Q4 		$28K Buy
+660
New +$29.2K 0.03% 243

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IFC & Insurance Marketing's XLU Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 660 shares — an estimated $28K sold.

IFC & Insurance Marketing first reported a position in XLU in Q4 2025 and held it in 1 quarter. The position peaked at $28K in Q4 2025. 1,599 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 660 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $28K.
  • IFC & Insurance Marketing first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's State Street Utilities Select Sector SPDR ETF position peaked at $28K in Q4 2025.
  • 1,599 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.