J. Safra Sarasin Holding’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

J. Safra Sarasin Holding’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	$1.69M	Hold	36,759	–	–	0.02%	292
2026 Q1	$1.69M	Buy	36,759 +1,779	+5%	+$79.8K	0.03%	227
2025 Q4	$1.5M	Buy	34,980 +2,500	+8%	+$111K	0.02%	231
2025 Q3	$1.41M	Hold	32,480	–	–	0.02%	246
2025 Q2	$1.32M	Buy	32,480 +13,000	+67%	+$518K	0.02%	278
2025 Q1	$760K	Sell	19,480 -9,000	-32%	-$352K	0.01%	373
2024 Q4	$1.08M	Buy	28,480 +9,000	+46%	+$357K	0.02%	304
2024 Q3	$783K	Hold	19,480	–	–	0.01%	354
2024 Q2	$664K	Buy	+19,480	New	+$669K	0.01%	382

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

J. Safra Sarasin Holding's XLU Position: Q2 2026 in Review

J. Safra Sarasin Holding held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 36,759 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #292.

J. Safra Sarasin Holding first reported a position in XLU in Q2 2024 and has held it in 9 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

J. Safra Sarasin Holding held 36,759 shares of State Street Utilities Select Sector SPDR ETF worth $1.69M as of Q2 2026.
J. Safra Sarasin Holding left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #292 holding.
J. Safra Sarasin Holding first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.