Legal & General Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Legal & General Group’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	-43,900	Closed	-$1.91M	–	3450
2025 Q3	$1.91M	Buy	43,900 +6,000	+16%	+$254K	﹤0.01%	1999
2025 Q2	$1.54M	Sell	37,900 -24,000	-39%	-$956K	﹤0.01%	2069
2025 Q1	$2.41M	Buy	61,900 +58,600	+1,776%	+$2.29M	﹤0.01%	1857
2024 Q4	$125K	Sell	3,300 -23,800	-88%	-$944K	﹤0.01%	2703
2024 Q3	$1.09M	Hold	27,100	–	–	﹤0.01%	2203
2024 Q2	$934K	Buy	27,100 +9,000	+50%	+$309K	﹤0.01%	2221
2024 Q1	$590K	Hold	18,100	–	–	﹤0.01%	2364
2023 Q4	$574K	Sell	18,100 -10,700	-37%	-$327K	﹤0.01%	2401
2023 Q3	$847K	Hold	28,800	–	–	﹤0.01%	2251
2023 Q2	$931K	Hold	28,800	–	–	﹤0.01%	2252
2023 Q1	$968K	Buy	+28,800	New	+$976K	﹤0.01%	2166
2022 Q4	–	Sell	-52,400	Closed	-$1.75M	–	3434
2022 Q3	$1.75M	Buy	52,400 +43,980	+522%	+$1.61M	﹤0.01%	1931
2022 Q2	$294K	Buy	+8,420	New	+$305K	﹤0.01%	2507
2020 Q4	–	Sell	-16,300	Closed	-$480K	–	3495
2020 Q3	$480K	Buy	+16,300	New	+$484K	﹤0.01%	2206

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legal & General Group's XLU Position: Q4 2025 in Review

Legal & General Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 43,900 shares — an estimated $1.91M sold.

Legal & General Group first reported a position in XLU in Q3 2020 and held it in 14 quarters. The position peaked at $2.41M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

Legal & General Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Legal & General Group sold 43,900 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $1.91M.
Legal & General Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2020 and held it in 14 quarters.
Legal & General Group's State Street Utilities Select Sector SPDR ETF position peaked at $2.41M in Q1 2025.
1,534 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Legal & General Group's 13F filing for Q4 2025, filed 9 Feb 2026.