Itau Unibanco Holding S.A.’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Itau Unibanco Holding S.A.’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	$1.48M	Buy	+32,600	New	+$1.48M	0.03%	152
2024 Q4	–	Sell	-11,628	Closed	-$470K	–	440
2024 Q3	$470K	Buy	+11,628	New	+$431K	0.02%	127
2022 Q4	–	Sell	-21,092	Closed	-$691K	–	655
2022 Q3	$691K	Sell	21,092 -5,238	-20%	-$192K	0.03%	133
2022 Q2	$923K	Sell	26,330 -4,408	-14%	-$160K	0.03%	143
2022 Q1	$1.14M	Sell	30,738 -26,262	-46%	-$910K	0.03%	134
2021 Q4	$2.04M	Buy	57,000 +33,152	+139%	+$1.12M	0.06%	106
2021 Q3	$762K	Sell	23,848 -194,752	-89%	-$6.51M	0.04%	122
2021 Q2	$6.91M	Buy	+218,600	New	+$7.16M	0.34%	43
2017 Q2	–	Sell	-43,120	Closed	-$1.11M	–	762
2017 Q1	$1.11M	Sell	43,120 -1,600	-4%	-$40K	0.13%	70
2016 Q4	$1.09M	Sell	44,720 -19,656	-31%	-$469K	0.13%	68
2016 Q3	$1.58M	Buy	+64,376	New	+$1.63M	0.18%	69

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

Itau Unibanco Holding S.A.'s XLU Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 32,600 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in XLU as recently as Q3 2024.

Itau Unibanco Holding S.A. first reported a position in XLU in Q3 2016 and has held it in 11 quarters since. The position peaked at $6.91M in Q2 2021. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Itau Unibanco Holding S.A. held 32,600 shares of State Street Utilities Select Sector SPDR ETF worth $1.48M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Itau Unibanco Holding S.A. position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #152 holding.
Itau Unibanco Holding S.A. first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2016 and has held it in 11 quarters since.
Itau Unibanco Holding S.A.'s State Street Utilities Select Sector SPDR ETF position peaked at $6.91M in Q2 2021.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.