Laura & John Arnold Foundation’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Laura & John Arnold Foundation’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	$40.5M	Sell	893,779 -3,308,995	-79%	-$150M	12.26%	3
2026 Q1	$193M	Hold	4,202,774	–	–	44.9%	1
2025 Q4	$179M	Buy	+4,202,774	New	+$186M	31.58%	2

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

Laura & John Arnold Foundation's XLU Position: Q2 2026 in Review

Laura & John Arnold Foundation reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 79% in Q2 2026, selling an estimated $150M and leaving 893,779 shares worth $40.5M. The position accounts for 12.26% of the portfolio, ranked #3.

Laura & John Arnold Foundation first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $193M in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Laura & John Arnold Foundation held 893,779 shares of State Street Utilities Select Sector SPDR ETF worth $40.5M as of Q2 2026.
Laura & John Arnold Foundation sold 3,308,995 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $150M.
State Street Utilities Select Sector SPDR ETF made up 12.26% of Laura & John Arnold Foundation's portfolio in Q2 2026, its #3 holding.
Laura & John Arnold Foundation first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Laura & John Arnold Foundation's State Street Utilities Select Sector SPDR ETF position peaked at $193M in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Laura & John Arnold Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.