Levin Capital Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Levin Capital Strategies’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 Q1	–	Sell	-6,000	Closed	-$256K	–	273
2025 Q4	$256K	Hold	6,000	–	–	0.02%	169
2025 Q3	$262K	Buy	+6,000	New	+$254K	0.02%	169
2025 Q2	–	Sell	-10,000	Closed	-$394K	–	228
2025 Q1	$394K	Buy	+10,000	New	+$391K	0.04%	124
2024 Q2	–	Sell	-16,000	Closed	-$525K	–	281
2024 Q1	$525K	Buy	+16,000	New	+$499K	0.05%	128
2021 Q2	–	Sell	-16,000	Closed	-$512K	–	409
2021 Q1	$512K	Buy	+16,000	New	+$496K	0.05%	141
2016 Q1	–	Sell	-30,750	Closed	-$665K	–	369
2015 Q4	$665K	Buy	+30,750	New	+$666K	0.01%	231
2015 Q3	–	Sell	-110,750	Closed	-$2.3M	–	401
2015 Q2	$2.3M	Buy	110,750 +60,000	+118%	+$1.31M	0.03%	158
2015 Q1	$1.13M	Buy	50,750 +41,350	+440%	+$955K	0.02%	206
2014 Q4	$222K	Buy	+9,400	New	+$213K	﹤0.01%	357
2014 Q3	–	Sell	-9,400	Closed	-$208K	–	362
2014 Q2	$208K	Buy	+9,400	New	+$200K	﹤0.01%	332
2014 Q1	–	Sell	-406,700	Closed	-$7.72M	–	352
2013 Q4	$7.72M	Buy	+406,700	New	+$7.78M	0.12%	108

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Levin Capital Strategies's XLU Position: Q1 2026 in Review

Levin Capital Strategies sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 6,000 shares — an estimated $256K sold.

Levin Capital Strategies first reported a position in XLU in Q4 2013 and held it in 11 quarters. The position peaked at $7.72M in Q4 2013. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Levin Capital Strategies reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Levin Capital Strategies sold 6,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $256K.
Levin Capital Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2013 and held it in 11 quarters.
Levin Capital Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $7.72M in Q4 2013.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.