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

Kera Capital Partners’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 		– Sell
-99,848
Closed -$4.35M – 590
2025
Q3 		$4.35M Sell
99,848
-28,052
-22% -$1.19M 0.65% 38
2025
Q2 		$5.22M Buy
+127,900
New +$5.1M 1.03% 28

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kera Capital Partners's XLU Position: Q4 2025 in Review

Kera Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 99,848 shares — an estimated $4.35M sold.

Kera Capital Partners first reported a position in XLU in Q2 2025 and held it in 2 quarters. The position peaked at $5.22M in Q2 2025. 1,525 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Kera Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Kera Capital Partners sold 99,848 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $4.35M.
  • Kera Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Kera Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $5.22M in Q2 2025.
  • 1,525 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Kera Capital Partners's 13F filing for Q4 2025, filed 23 Feb 2026.