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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$886K Buy
+19,304
New +$866K ﹤0.01% 1003
2025
Q2
Sell
-28,528
Closed -$1.12M 1691
2025
Q1
$1.12M Sell
28,528
-61,428
-68% -$2.4M 0.01% 764
2024
Q4
$3.4M Buy
89,956
+76,476
+567% +$3.03M 0.03% 476
2024
Q3
$544K Buy
+13,480
New +$500K ﹤0.01% 821
2024
Q1
Sell
-102,986
Closed -$3.26M 1342
2023
Q4
$3.26M Buy
+102,986
New +$3.15M 0.04% 399
2016
Q3
Sell
-600,000
Closed -$15.7M 502
2016
Q2
$15.7M Buy
+600,000
New +$14.8M 2.44% 3

Other funds holding XLU

LMR Partners's XLU Position: Q1 2026 in Review

LMR Partners opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 19,304 shares worth $886K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: LMR Partners previously reported a position in XLU as recently as Q1 2025.

LMR Partners first reported a position in XLU in Q2 2016 and has held it in 6 quarters since. The position peaked at $15.7M in Q2 2016. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • LMR Partners held 19,304 shares of State Street Utilities Select Sector SPDR ETF worth $886K as of Q1 2026.
  • State Street Utilities Select Sector SPDR ETF was a new LMR Partners position in Q1 2026.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #1003 holding.
  • LMR Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2016 and has held it in 6 quarters since.
  • LMR Partners's State Street Utilities Select Sector SPDR ETF position peaked at $15.7M in Q2 2016.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.