IKE Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

IKE Capital’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
2025 Q4	$1.04M	Buy	+24,328	New	+$1.08M	0.9%	36

Other funds holding XLU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

IKE Capital's XLU Position: Q4 2025 in Review

IKE Capital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025: 24,328 shares worth $1.04M. The stake represents 0.9% of the portfolio and ranks #36 among its holdings.

1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

IKE Capital held 24,328 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q4 2025.
State Street Utilities Select Sector SPDR ETF was a new IKE Capital position in Q4 2025.
State Street Utilities Select Sector SPDR ETF made up 0.9% of IKE Capital's portfolio in Q4 2025, its #36 holding.
1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on IKE Capital's 13F filing for Q4 2025, filed 19 Aug 2026.