KCM
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Kingdon Capital Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kingdon Capital Management’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
-300,000
Closed -$13.1M – 102
2025
Q3 		$13.1M Buy
+300,000
New +$12.7M 1.62% 18
2025
Q1 		– Sell
-300,000
Closed -$11.4M – 100
2024
Q4 		$11.4M Buy
+300,000
New +$11.9M 1.62% 31
2016
Q2 		– Sell
-2,500,000
Closed -$62.1M – 135
2016
Q1 		$62.1M Buy
+2,500,000
New +$57.7M 3.41% 5
2014
Q2 		– Sell
-1,200,000
Closed -$24.9M – 221
2014
Q1 		$24.9M Buy
+1,200,000
New +$23.7M 1.27% 17

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